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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$9.88
Change+$0.12 (+1.23%)
VolumeN/A
Net Assets315.99M
WCM SMID Quality Val Fd Investor
Price$11.08
Change+$0.12 (+1.09%)
VolumeN/A
Net Assets61.31M
ARSZX vs WCMJX Comparison Chart
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ARSZX vs. WCMJX commentary
Apr 04, 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 StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ARSZX has more cash in the bank: 316M vs. WCMJX (61.3M). ARSZX pays higher dividends than WCMJX: ARSZX (0.53) vs WCMJX (0.00). ARSZX was incepted earlier than WCMJX: ARSZX (8 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than ARSZX (0.98). ARSZX is a more actively managed with annual turnover of: 42.00 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 : -5.51 vs. WCMJX (-17.03). ARSZX return over 5 years is better than : 93.94 vs. WCMJX (75.92).
| ARSZX | WCMJX | ARSZX / WCMJX | |
| Total Expense Ratio | 0.98 | 1.10 | 89% |
| Annual Report Gross Expense Ratio | 0.98 | 1.52 | 64% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -2.595 | -6.961 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 61.3M | 515% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -5.51 | -17.03 | 32% |
| Returns for 3 years | 1.62 | 0.37 | 441% |
| Returns for 5 years | 93.94 | 75.92 | 124% |
| Returns for 10 years | N/A | N/A | - |
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