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ARZMX vs WCMFX
ARZMX vs WCMFX Comparison
Open Charts ARZMX vs WCMFX
AMG River Road Small Cap Value Z
Price$16.25
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets1.09B
WCM SMID Quality Val Fd Institutional
Price$11.36
Change-$0.09 (-0.79%)
VolumeN/A
Net Assets59.44M
ARZMX vs WCMFX Comparison Chart in %
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ARZMX vs. WCMFX commentary
Aug 10, 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: 1.1B vs. WCMFX (59.4M). ARZMX pays higher dividends than WCMFX: ARZMX (0.50) vs WCMFX (0.00). ARZMX was incepted earlier than WCMFX: ARZMX (8 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than ARZMX (1.02). ARZMX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). 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 : 5.35 vs. WCMFX (-16.22). ARZMX return over 5 years is better than : 43.52 vs. WCMFX (24.42).
| ARZMX | WCMFX | ARZMX / WCMFX | |
| Total Expense Ratio | 1.02 | 0.90 | 113% |
| Annual Report Gross Expense Ratio | 1.02 | 1.45 | 70% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 0.309 | -5.175 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 59.4M | 1,843% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 5.35 | -16.22 | -33% |
| Returns for 3 years | 12.37 | 7.37 | 168% |
| Returns for 5 years | 43.52 | 24.42 | 178% |
| Returns for 10 years | N/A | N/A | - |
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