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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$10.29
Change-$0.08 (-0.77%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.90
Change-$0.40 (-3.25%)
VolumeN/A
CapitalizationN/A
ARSZX vs WCMJX Comparison Chart
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ARSZX vs. WCMJX commentary
Dec 19, 2024
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: 334M vs. WCMJX (69M). 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 : 9.93 vs. WCMJX (3.02). ARSZX return over 5 years is better than : 24.77 vs. WCMJX (17.14).
| 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 | 7.767 | 1.821 | 426% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 69M | 484% |
| Annual Yield % from dividends | 0.35 | 0.00 | - |
| Returns for 1 year | 9.93 | 3.02 | 329% |
| Returns for 3 years | 8.75 | 10.41 | 84% |
| Returns for 5 years | 24.77 | 17.14 | 144% |
| Returns for 10 years | N/A | N/A | - |
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