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Compare predictions ASVCX vs WCMFX
ASVCX vs WCMFX Comparison
Open Charts ASVCX vs WCMFX
American Beacon Small Cp Val C
Price$19.76
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$11.29
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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ASVCX vs WCMFX Comparison Chart
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ASVCX vs. WCMFX commentary
Nov 29, 2023
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 Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
ASVCX has more cash in the bank: 4.42B vs. WCMFX (131M). ASVCX pays higher dividends than WCMFX: ASVCX (0.62) vs WCMFX (0.00). ASVCX was incepted earlier than WCMFX: ASVCX (13 years) vs WCMFX (4 years). ASVCX (1.93) is less costly to investors than WCMFX (1.26). ASVCX is a more actively managed with annual turnover of: 72.00 vs. WCMFX (53.00). ASVCX has a lower initial minimum investment than WCMFX: ASVCX (1000) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 7.83 vs. ASVCX (-16.30).
| ASVCX | WCMFX | ASVCX / WCMFX | |
| Total Expense Ratio | 1.93 | 0.85 | 227% |
| Annual Report Gross Expense Ratio | 1.93 | 1.26 | 153% |
| Fund Existence | 13 years | 4 years | - |
| Gain YTD | 3.293 | 13.581 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 4.42B | 131M | 3,372% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | -16.30 | 7.83 | -208% |
| Returns for 3 years | -6.23 | 13.13 | -47% |
| Returns for 5 years | -16.36 | N/A | - |
| Returns for 10 years | -27.83 | N/A | - |
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