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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$9.86
Change+$0.09 (+0.92%)
VolumeN/A
Net Assets328.86M
WCM SMID Quality Val Fd Institutional
Price$11.33
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets60.5M
ARSZX vs WCMFX Comparison Chart
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ARSZX vs. WCMFX commentary
Jun 07, 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: 329M vs. WCMFX (60.5M). ARSZX pays higher dividends than WCMFX: ARSZX (0.52) vs WCMFX (0.00). ARSZX was incepted earlier than WCMFX: ARSZX (8 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than ARSZX (0.98). ARSZX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). 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 : -1.62 vs. WCMFX (-14.31). ARSZX return over 5 years is better than : 39.69 vs. WCMFX (23.87).
| ARSZX | WCMFX | ARSZX / WCMFX | |
| Total Expense Ratio | 0.98 | 0.90 | 109% |
| Annual Report Gross Expense Ratio | 0.98 | 1.45 | 68% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -2.495 | -6.010 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 329M | 60.5M | 544% |
| Annual Yield % from dividends | 0.52 | 0.00 | - |
| Returns for 1 year | -1.62 | -14.31 | 11% |
| Returns for 3 years | 0.78 | 5.04 | 16% |
| Returns for 5 years | 39.69 | 23.87 | 166% |
| Returns for 10 years | N/A | N/A | - |
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