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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$9.86
Change+$0.09 (+0.92%)
VolumeN/A
Net Assets328.86M
WCM SMID Quality Val Fd Investor
Price$11.13
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets60.5M
ARSZX vs WCMJX Comparison Chart
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ARSZX vs. WCMJX commentary
Jun 07, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ARSZX has more cash in the bank: 329M vs. WCMJX (60.5M). ARSZX pays higher dividends than WCMJX: ARSZX (0.52) 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 : -1.62 vs. WCMJX (-14.73). ARSZX return over 5 years is better than : 39.69 vs. WCMJX (21.81).
| 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 | -2.495 | -6.112 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 329M | 60.5M | 544% |
| Annual Yield % from dividends | 0.52 | 0.00 | - |
| Returns for 1 year | -1.62 | -14.73 | 11% |
| Returns for 3 years | 0.78 | 4.05 | 19% |
| Returns for 5 years | 39.69 | 21.81 | 182% |
| Returns for 10 years | N/A | N/A | - |
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