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ARSZX vs WCMJX
ARSZX vs WCMJX Comparison
Open Charts ARSZX vs WCMJX
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 Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
ARSZX vs WCMJX Comparison Chart in %
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ARSZX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
ARSZX has more cash in the bank: 349M vs. WCMJX (21.8M). ARSZX pays higher dividends than WCMJX: ARSZX (0.50) vs WCMJX (0.00). ARSZX was incepted earlier than WCMJX: ARSZX (8 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than ARSZX (0.98). ARSZX is a more actively managed with annual turnover of: 42.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than ARSZX: WCMJX (1000) vs ARSZX (5000000). ARSZX annual gain was more profitable for investors over the last year : -4.64 vs. WCMJX (-21.05). ARSZX return over 5 years is better than : 40.22 vs. WCMJX (21.44).
| ARSZX | WCMJX | ARSZX / WCMJX | |
| Total Expense Ratio | 0.98 | 1.15 | 85% |
| Annual Report Gross Expense Ratio | 0.98 | 1.70 | 58% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 1.896 | -5.772 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 21.8M | 1,601% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | -4.64 | -21.05 | 22% |
| Returns for 3 years | 14.71 | 15.26 | 96% |
| Returns for 5 years | 40.22 | 21.44 | 188% |
| Returns for 10 years | N/A | N/A | - |
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