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ARZMX vs WCMJX
ARZMX vs WCMJX Comparison
Open Charts ARZMX vs WCMJX
AMG River Road Small Cap Value Z
Price$16.46
Change-$0.13 (-0.78%)
VolumeN/A
Net Assets1.11B
WCM SMID Quality Val Fd Investor
Price$11.18
Change-$0.17 (-1.50%)
VolumeN/A
Net Assets23.69B
ARZMX vs WCMJX Comparison Chart in %
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ARZMX vs. WCMJX commentary
Oct 08, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 23.7B vs. ARZMX (1.11B). ARZMX pays higher dividends than WCMJX: ARZMX (0.50) vs WCMJX (0.00). ARZMX was incepted earlier than WCMJX: ARZMX (8 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than ARZMX (1.02). ARZMX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than ARZMX: WCMJX (1000) vs ARZMX (5000000). ARZMX annual gain was more profitable for investors over the last year : 2.72 vs. WCMJX (-17.15). ARZMX return over 5 years is better than : 44.37 vs. WCMJX (25.00).
| ARZMX | WCMJX | ARZMX / WCMJX | |
| Total Expense Ratio | 1.02 | 1.15 | 89% |
| Annual Report Gross Expense Ratio | 1.02 | 1.70 | 60% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 2.407 | -3.650 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 23.7B | 5% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 2.72 | -17.15 | -16% |
| Returns for 3 years | 22.29 | 20.74 | 107% |
| Returns for 5 years | 44.37 | 25.00 | 177% |
| Returns for 10 years | N/A | N/A | - |
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