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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$10.36
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets349.73M
WCM SMID Quality Val Fd Institutional
Price$11.55
Change-$0.18 (-1.53%)
VolumeN/A
Net Assets62.49M
ARSZX vs WCMFX Comparison Chart in %
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ARSZX vs. WCMFX commentary
Jul 16, 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: 350M vs. WCMFX (62.5M). ARSZX pays higher dividends than WCMFX: ARSZX (0.51) 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 : 2.78 vs. WCMFX (-14.29). ARSZX return over 5 years is better than : 52.75 vs. WCMFX (34.86).
| 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 | 3.293 | -1.836 | -179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 62.5M | 560% |
| Annual Yield % from dividends | 0.51 | 0.00 | - |
| Returns for 1 year | 2.78 | -14.29 | -19% |
| Returns for 3 years | 17.59 | 15.75 | 112% |
| Returns for 5 years | 52.75 | 34.86 | 151% |
| Returns for 10 years | N/A | N/A | - |
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