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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$9.99
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets343.84M
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
ARSZX vs WCMJX Comparison Chart in %
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ARSZX vs. WCMJX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
ARSZX has more cash in the bank: 344M vs. WCMJX (5.92M). ARSZX pays higher dividends than WCMJX: ARSZX (0.50) vs WCMJX (0.00). ARSZX was incepted earlier than WCMJX: ARSZX (8 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than ARSZX (0.98). ARSZX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (15.00). 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 : -10.03 vs. WCMJX (-77.30). ARSZX return over 5 years is better than : 26.82 vs. WCMJX (-67.15).
| ARSZX | WCMJX | ARSZX / WCMJX | |
| Total Expense Ratio | 0.98 | 1.15 | 85% |
| Annual Report Gross Expense Ratio | 0.98 | 1.70 | 58% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -0.200 | -73.005 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 344M | 5.92M | 5,807% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | -10.03 | -77.30 | 13% |
| Returns for 3 years | 7.33 | -68.88 | -11% |
| Returns for 5 years | 26.82 | -67.15 | -40% |
| Returns for 10 years | N/A | N/A | - |
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