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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$11.15
Change-$0.08 (-0.71%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$13.96
Change-$0.16 (-1.13%)
VolumeN/A
CapitalizationN/A
ARSZX vs WCMJX Comparison Chart
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ARSZX vs. WCMJX commentary
Nov 18, 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 StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ARSZX has more cash in the bank: 340M vs. WCMJX (76.5M). 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). WCMJX annual gain was more profitable for investors over the last year : 27.61 vs. ARSZX (21.01). WCMJX (36.06) and ARSZX (34.66) have equivalent 5 years return.
| 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 | 15.305 | 15.563 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 76.5M | 444% |
| Annual Yield % from dividends | 0.35 | 0.00 | - |
| Returns for 1 year | 21.01 | 27.61 | 76% |
| Returns for 3 years | 5.41 | 9.92 | 55% |
| Returns for 5 years | 34.66 | 36.06 | 96% |
| Returns for 10 years | N/A | N/A | - |
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