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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$9.96
Change-$0.20 (-1.97%)
VolumeN/A
Net Assets329M
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
ARSZX vs WCMFX Comparison Chart
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ARSZX vs. WCMFX commentary
Feb 23, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ARSZX has more cash in the bank: 329M vs. WCMFX (66.5M). 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 : 2.24 vs. WCMFX (-6.03). ARSZX return over 5 years is better than : 23.67 vs. WCMFX (11.06).
| 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 | -0.599 | -1.085 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 329M | 66.5M | 495% |
| Annual Yield % from dividends | 0.35 | 0.00 | - |
| Returns for 1 year | 2.24 | -6.03 | -37% |
| Returns for 3 years | 8.51 | 9.72 | 88% |
| Returns for 5 years | 23.67 | 11.06 | 214% |
| Returns for 10 years | N/A | N/A | - |
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