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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$10.38
Change+$0.10 (+0.97%)
VolumeN/A
Net Assets355.01M
WCM SMID Quality Val Fd Investor
Price$11.42
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets51.02M
ARSZX vs WCMJX Comparison Chart in %
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ARSZX vs. WCMJX commentary
Oct 06, 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: 355M vs. WCMJX (51M). 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 : 0.59 vs. WCMJX (-16.52). ARSZX return over 5 years is better than : 49.26 vs. WCMJX (32.95).
| 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 | 3.593 | -3.056 | -118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 51M | 696% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 0.59 | -16.52 | -4% |
| Returns for 3 years | 16.75 | 17.13 | 98% |
| Returns for 5 years | 49.26 | 32.95 | 150% |
| Returns for 10 years | N/A | N/A | - |