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ARSZX vs WCMFX
ARSZX vs WCMFX Comparison
Open Charts ARSZX vs WCMFX
AMG River Road Small-Mid Cap Value Z
Price$10.21
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets349.18M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
ARSZX vs WCMFX Comparison Chart in %
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ARSZX vs. WCMFX commentary
Oct 18, 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 ARSZX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
ARSZX has more cash in the bank: 349M vs. WCMFX (21.7M). ARSZX pays higher dividends than WCMFX: ARSZX (0.50) vs WCMFX (0.00). ARSZX was incepted earlier than WCMFX: ARSZX (8 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than ARSZX (0.98). ARSZX is a more actively managed with annual turnover of: 42.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than ARSZX: WCMFX (100000) vs ARSZX (5000000). ARSZX annual gain was more profitable for investors over the last year : -4.64 vs. WCMFX (-20.62). ARSZX return over 5 years is better than : 40.22 vs. WCMFX (23.45).
| ARSZX | WCMFX | ARSZX / WCMFX | |
| Total Expense Ratio | 0.98 | 0.90 | 109% |
| Annual Report Gross Expense Ratio | 0.98 | 1.45 | 68% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 1.896 | -5.509 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 21.7M | 1,608% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | -4.64 | -20.62 | 23% |
| Returns for 3 years | 14.71 | 16.46 | 89% |
| Returns for 5 years | 40.22 | 23.45 | 172% |
| Returns for 10 years | N/A | N/A | - |
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