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ARSZX vs WCMJX
ARSZX vs WCMJX Comparison
Open Charts ARSZX vs WCMJX
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 Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
ARSZX vs WCMJX Comparison Chart
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ARSZX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ARSZX has more cash in the bank: 329M vs. WCMJX (66.5M). ARSZX pays higher dividends than WCMJX: ARSZX (0.35) vs WCMJX (0.00). ARSZX was incepted earlier than WCMJX: ARSZX (7 years) vs WCMJX (5 years). ARSZX is a more actively managed with annual turnover of: 30.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than ARSZX: WCMJX (1000) vs ARSZX (5000000). ARSZX annual gain was more profitable for investors over the last year : 2.24 vs. WCMJX (-6.43). ARSZX return over 5 years is better than : 23.67 vs. WCMJX (9.18).
| ARSZX | WCMJX | ARSZX / WCMJX | |
| 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 | -1.104 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| 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 | -6.43 | -35% |
| Returns for 3 years | 8.51 | 8.68 | 98% |
| Returns for 5 years | 23.67 | 9.18 | 258% |
| Returns for 10 years | N/A | N/A | - |
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