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Analysis and predictions ASVCX vs WCMJX
ASVCX vs WCMJX Comparison
Open Charts ASVCX vs WCMJX
American Beacon Small Cp Val C
Price$19.86
Change+$0.10 (+0.51%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.17
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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ASVCX vs WCMJX Comparison Chart
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ASVCX vs. WCMJX commentary
Dec 01, 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 Hold and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
ASVCX has more cash in the bank: 4.39B vs. WCMJX (130M). ASVCX pays higher dividends than WCMJX: ASVCX (0.62) vs WCMJX (0.00). ASVCX was incepted earlier than WCMJX: ASVCX (13 years) vs WCMJX (4 years). ASVCX (1.93) is less costly to investors than WCMJX (1.51). ASVCX is a more actively managed with annual turnover of: 72.00 vs. WCMJX (53.00). ASVCX (1000) and WCMJX (1000) have matching initial minimum investment requirements. WCMJX annual gain was more profitable for investors over the last year : 6.38 vs. ASVCX (-18.15).
| ASVCX | WCMJX | ASVCX / WCMJX | |
| Total Expense Ratio | 1.93 | 1.10 | 175% |
| Annual Report Gross Expense Ratio | 1.93 | 1.51 | 128% |
| Fund Existence | 13 years | 4 years | - |
| Gain YTD | 3.816 | 13.516 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 4.39B | 130M | 3,379% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | -18.15 | 6.38 | -284% |
| Returns for 3 years | -3.39 | 14.56 | -23% |
| Returns for 5 years | -16.35 | N/A | - |
| Returns for 10 years | -26.78 | N/A | - |
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