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ARZMX vs WCMFX
ARZMX vs WCMFX Comparison
Open Charts ARZMX vs WCMFX
AMG River Road Small Cap Value Z
Price$16.71
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets1.1B
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.09M
ARZMX vs WCMFX Comparison Chart
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ARZMX vs. WCMFX 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 ARZMX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ARZMX has more cash in the bank: 1.1B vs. WCMFX (69.1M). ARZMX pays higher dividends than WCMFX: ARZMX (0.11) vs WCMFX (0.00). ARZMX was incepted earlier than WCMFX: ARZMX (7 years) vs WCMFX (5 years). ARZMX is a more actively managed with annual turnover of: 25.00 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 : 13.46 vs. WCMFX (5.50). ARZMX return over 5 years is better than : 26.21 vs. WCMFX (16.43).
| ARZMX | WCMFX | ARZMX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 3.148 | 4.090 | 77% |
| 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 | 69.1M | 1,588% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | 13.46 | 5.50 | 245% |
| Returns for 3 years | 12.46 | 12.85 | 97% |
| Returns for 5 years | 26.21 | 16.43 | 160% |
| Returns for 10 years | N/A | N/A | - |
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