Interact to see
Advertisement
Advertisement
ARZMX vs WCMFX
ARZMX vs WCMFX Comparison
Open Charts ARZMX vs WCMFX
AMG River Road Small Cap Value Z
Price$16.34
Change-$0.13 (-0.79%)
VolumeN/A
Net Assets1.11B
WCM SMID Quality Val Fd Institutional
Price$11.61
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets61.94M
ARZMX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ARZMX vs. WCMFX commentary
Jul 20, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ARZMX has more cash in the bank: 1.11B vs. WCMFX (61.9M). ARZMX pays higher dividends than WCMFX: ARZMX (0.51) 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 : 0.07 vs. WCMFX (-15.48). ARZMX return over 5 years is better than : 52.56 vs. WCMFX (33.79).
| 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 | 1.667 | -2.504 | -67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 61.9M | 1,793% |
| Annual Yield % from dividends | 0.51 | 0.00 | - |
| Returns for 1 year | 0.07 | -15.48 | -0% |
| Returns for 3 years | 21.40 | 15.07 | 142% |
| Returns for 5 years | 52.56 | 33.79 | 156% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement