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ARIMX vs WCMFX
ARIMX vs WCMFX Comparison
Open Charts ARIMX vs WCMFX
AMG River Road Small-Mid Cap Value I
Price$10.19
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets351.21M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
ARIMX vs WCMFX Comparison Chart in %
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ARIMX vs. WCMFX commentary
Oct 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 ARIMX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
ARIMX has more cash in the bank: 351M vs. WCMFX (21.8M). ARIMX pays higher dividends than WCMFX: ARIMX (0.45) vs WCMFX (0.00). ARIMX was incepted earlier than WCMFX: ARIMX (18 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than ARIMX (1.03). ARIMX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). ARIMX (100000) and WCMFX (100000) have matching initial minimum investment requirements. ARIMX annual gain was more profitable for investors over the last year : -4.70 vs. WCMFX (-20.62). ARIMX return over 5 years is better than : 39.73 vs. WCMFX (23.45).
| ARIMX | WCMFX | ARIMX / WCMFX | |
| Total Expense Ratio | 1.03 | 0.90 | 114% |
| Annual Report Gross Expense Ratio | 1.03 | 1.45 | 71% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 1.798 | -5.509 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 351M | 21.8M | 1,610% |
| Annual Yield % from dividends | 0.45 | 0.00 | - |
| Returns for 1 year | -4.70 | -20.62 | 23% |
| Returns for 3 years | 14.50 | 16.46 | 88% |
| Returns for 5 years | 39.73 | 23.45 | 169% |
| Returns for 10 years | 34.41 | N/A | - |
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