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AVAAX vs WMKMX
AVAAX vs WMKMX Comparison
Open Charts AVAAX vs WMKMX
AB Municipal Income II Virginia A
Price$10.13
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets187.06M
WesMark WV Municipal Bond
Price$9.47
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets85.45M
AVAAX vs WMKMX Comparison Chart
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AVAAX vs. WMKMX commentary
May 23, 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 AVAAX is a Hold and WMKMX is a Hold.
FUNDAMENTALS
Fundamentals
AVAAX has more cash in the bank: 187M vs. WMKMX (85.5M). AVAAX pays higher dividends than WMKMX: AVAAX (2.96) vs WMKMX (2.12). AVAAX was incepted earlier than WMKMX: AVAAX (31 years) vs WMKMX (28 years). WMKMX (1.16) is less costly to investors than AVAAX (0.89). AVAAX is a more actively managed with annual turnover of: 15.00 vs. WMKMX (9.00). WMKMX has a lower initial minimum investment than AVAAX: WMKMX (1000) vs AVAAX (2500). WMKMX annual gain was more profitable for investors over the last year : 1.26 vs. AVAAX (0.27). AVAAX return over 5 years is better than : -0.37 vs. WMKMX (-3.74).
| AVAAX | WMKMX | AVAAX / WMKMX | |
| Total Expense Ratio | 0.80 | 1.16 | 69% |
| Annual Report Gross Expense Ratio | 0.89 | 1.16 | 77% |
| Fund Existence | 31 years | 28 years | - |
| Gain YTD | -1.408 | -1.255 | 112% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 85.5M | 219% |
| Annual Yield % from dividends | 2.96 | 2.12 | 140% |
| Returns for 1 year | 0.27 | 1.26 | 22% |
| Returns for 3 years | 4.04 | 4.33 | 93% |
| Returns for 5 years | -0.37 | -3.74 | 10% |
| Returns for 10 years | 2.73 | 8.41 | 32% |
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