Interact to see
Advertisement
Advertisement
ARSMX vs WCMJX
ARSMX vs WCMJX Comparison
Open Charts ARSMX vs WCMJX
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 Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
ARSMX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ARSMX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
ARSMX has more cash in the bank: 351M vs. WCMJX (21.8M). ARSMX pays higher dividends than WCMJX: ARSMX (0.22) vs WCMJX (0.00). ARSMX was incepted earlier than WCMJX: ARSMX (19 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than ARSMX (1.29). ARSMX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than ARSMX: WCMJX (1000) vs ARSMX (2000). ARSMX annual gain was more profitable for investors over the last year : -5.31 vs. WCMJX (-21.05). ARSMX return over 5 years is better than : 36.91 vs. WCMJX (21.44).
| ARSMX | WCMJX | ARSMX / WCMJX | |
| Total Expense Ratio | 1.29 | 1.15 | 112% |
| Annual Report Gross Expense Ratio | 1.29 | 1.70 | 76% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 1.665 | -5.772 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -21.05 | 25% |
| Returns for 3 years | 13.07 | 15.26 | 86% |
| Returns for 5 years | 36.91 | 21.44 | 172% |
| Returns for 10 years | 29.34 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BLRAX | 12.09 | 0.07 | +0.58% |
| Brookfield Global Listed Real Estate A | |||
| GTDIX | 39.64 | 0.19 | +0.48% |
| Invesco Emerging Markets ex-China R5 | |||
| LMVFX | 127.07 | 0.39 | +0.31% |
| ClearBridge Value FI | |||
| RIRCX | 79.30 | 0.07 | +0.09% |
| American Funds Capital Income Bldr R3 | |||
| ISCWX | 99.19 | -0.53 | -0.53% |
| Voya Multi-Manager International Sm Cp W | |||