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ASVCX vs WCMFX
ASVCX vs WCMFX Comparison
Open Charts ASVCX vs WCMFX
American Beacon Small Cp Val C
Price$18.27
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets3.66B
WCM SMID Quality Val Fd Institutional
Price$11.08
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.52M
ASVCX vs WCMFX Comparison Chart
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ASVCX vs. WCMFX commentary
May 11, 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 ASVCX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASVCX has more cash in the bank: 3.66B vs. WCMFX (61.5M). ASVCX pays higher dividends than WCMFX: ASVCX (0.55) vs WCMFX (0.00). ASVCX was incepted earlier than WCMFX: ASVCX (15 years) vs WCMFX (6 years). ASVCX (1.96) is less costly to investors than WCMFX (1.27). ASVCX is a more actively managed with annual turnover of: 52.00 vs. WCMFX (15.00). ASVCX has a lower initial minimum investment than WCMFX: ASVCX (1000) vs WCMFX (100000). ASVCX annual gain was more profitable for investors over the last year : -15.64 vs. WCMFX (-16.44). WCMFX return over 5 years is better than : 41.69 vs. ASVCX (21.99).
| ASVCX | WCMFX | ASVCX / WCMFX | |
| Total Expense Ratio | 1.96 | 0.85 | 231% |
| Annual Report Gross Expense Ratio | 1.96 | 1.27 | 154% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -11.181 | -7.513 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.66B | 61.5M | 5,953% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | -15.64 | -16.44 | 95% |
| Returns for 3 years | -16.61 | 10.91 | -152% |
| Returns for 5 years | 21.99 | 41.69 | 53% |
| Returns for 10 years | -21.87 | N/A | - |
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