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ARZMX vs WCMFX
ARZMX vs WCMFX Comparison
Open Charts ARZMX vs WCMFX
AMG River Road Small Cap Value Z
Price$15.09
Change-$0.72 (-4.55%)
VolumeN/A
Net Assets1.04B
WCM SMID Quality Val Fd Institutional
Price$10.70
Change-$0.58 (-5.14%)
VolumeN/A
Net Assets61.72M
ARZMX vs WCMFX Comparison Chart
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ARZMX vs. WCMFX commentary
Apr 04, 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 ARZMX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ARZMX has more cash in the bank: 1.04B vs. WCMFX (61.7M). ARZMX pays higher dividends than WCMFX: ARZMX (0.52) vs WCMFX (0.00). ARZMX was incepted earlier than WCMFX: ARZMX (8 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than ARZMX (1.02). ARZMX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (22.00). WCMFX has a lower initial minimum investment than ARZMX: WCMFX (100000) vs ARZMX (5000000). ARZMX annual gain was more profitable for investors over the last year : -2.71 vs. WCMFX (-16.07). ARZMX return over 5 years is better than : 91.33 vs. WCMFX (80.77).
| ARZMX | WCMFX | ARZMX / WCMFX | |
| Total Expense Ratio | 1.02 | 0.85 | 120% |
| Annual Report Gross Expense Ratio | 1.02 | 1.27 | 80% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -2.407 | -5.843 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 61.7M | 1,689% |
| Annual Yield % from dividends | 0.52 | 0.00 | - |
| Returns for 1 year | -2.71 | -16.07 | 17% |
| Returns for 3 years | 6.41 | 2.45 | 261% |
| Returns for 5 years | 91.33 | 80.77 | 113% |
| Returns for 10 years | N/A | N/A | - |
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