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ARSZX vs WCMFX
ARSZX vs WCMFX Comparison
Open Charts ARSZX vs WCMFX
AMG River Road Small-Mid Cap Value Z
Price$10.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets339.59M
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.09M
ARSZX vs WCMFX Comparison Chart
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ARSZX vs. WCMFX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ARSZX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ARSZX has more cash in the bank: 340M vs. WCMFX (69.1M). ARSZX pays higher dividends than WCMFX: ARSZX (0.35) vs WCMFX (0.00). ARSZX was incepted earlier than WCMFX: ARSZX (7 years) vs WCMFX (5 years). ARSZX is a more actively managed with annual turnover of: 30.00 vs. WCMFX (22.00). WCMFX has a lower initial minimum investment than ARSZX: WCMFX (100000) vs ARSZX (5000000). ARSZX annual gain was more profitable for investors over the last year : 10.47 vs. WCMFX (5.50). ARSZX return over 5 years is better than : 23.63 vs. WCMFX (16.43).
| ARSZX | WCMFX | ARSZX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 2.794 | 4.090 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 69.1M | 492% |
| Annual Yield % from dividends | 0.35 | 0.00 | - |
| Returns for 1 year | 10.47 | 5.50 | 190% |
| Returns for 3 years | 6.14 | 12.85 | 48% |
| Returns for 5 years | 23.63 | 16.43 | 144% |
| Returns for 10 years | N/A | N/A | - |
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