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ARSMX vs WCMFX
ARSMX vs WCMFX Comparison
Open Charts ARSMX vs WCMFX
AMG River Road Small-Mid Cap Value N
Price$9.77
Change+$0.05 (+0.51%)
VolumeN/A
Net Assets351.21M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
ARSMX vs WCMFX Comparison Chart in %
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ARSMX 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 ARSMX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
ARSMX has more cash in the bank: 351M vs. WCMFX (21.8M). ARSMX pays higher dividends than WCMFX: ARSMX (0.22) vs WCMFX (0.00). ARSMX was incepted earlier than WCMFX: ARSMX (19 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than ARSMX (1.29). ARSMX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). ARSMX has a lower initial minimum investment than WCMFX: ARSMX (2000) vs WCMFX (100000). ARSMX annual gain was more profitable for investors over the last year : -5.31 vs. WCMFX (-20.62). ARSMX return over 5 years is better than : 36.91 vs. WCMFX (23.45).
| ARSMX | WCMFX | ARSMX / WCMFX | |
| Total Expense Ratio | 1.29 | 0.90 | 143% |
| Annual Report Gross Expense Ratio | 1.29 | 1.45 | 89% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 1.665 | -5.509 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 351M | 21.8M | 1,610% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -5.31 | -20.62 | 26% |
| Returns for 3 years | 13.07 | 16.46 | 79% |
| Returns for 5 years | 36.91 | 23.45 | 157% |
| Returns for 10 years | 29.34 | N/A | - |
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