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ARZMX vs WCMJX
ARZMX vs WCMJX Comparison
Open Charts ARZMX vs WCMJX
AMG River Road Small Cap Value Z
Price$15.83
Change+$0.14 (+0.89%)
VolumeN/A
Net Assets1.04B
WCM SMID Quality Val Fd Investor
Price$11.13
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets60.5M
ARZMX vs WCMJX Comparison Chart
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ARZMX vs. WCMJX commentary
Jun 07, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ARZMX has more cash in the bank: 1.04B vs. WCMJX (60.5M). ARZMX pays higher dividends than WCMJX: ARZMX (0.52) 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 : 0.49 vs. WCMJX (-14.73). ARZMX return over 5 years is better than : 39.68 vs. WCMJX (21.81).
| 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 | -3.148 | -6.112 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 60.5M | 1,724% |
| Annual Yield % from dividends | 0.52 | 0.00 | - |
| Returns for 1 year | 0.49 | -14.73 | -3% |
| Returns for 3 years | 4.62 | 4.05 | 114% |
| Returns for 5 years | 39.68 | 21.81 | 182% |
| Returns for 10 years | N/A | N/A | - |
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