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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$10.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets339.59M
WCM SMID Quality Val Fd Investor
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets69.09M
ARSZX vs WCMJX Comparison Chart
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ARSZX vs. WCMJX commentary
Jan 19, 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: 340M vs. WCMJX (69.1M). 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 : 10.47 vs. WCMJX (4.97). ARSZX return over 5 years is better than : 23.63 vs. WCMJX (14.58).
| 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 | 2.794 | 4.075 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 69.1M | 492% |
| Annual Yield % from dividends | 0.35 | 0.00 | - |
| Returns for 1 year | 10.47 | 4.97 | 211% |
| Returns for 3 years | 6.14 | 11.76 | 52% |
| Returns for 5 years | 23.63 | 14.58 | 162% |
| Returns for 10 years | N/A | N/A | - |
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