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AVAAX vs WMKMX
AVAAX vs WMKMX Comparison
Open Charts AVAAX vs WMKMX
AB Municipal Income II Virginia A
Price$10.20
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets187.81M
WesMark WV Municipal Bond
Price$9.49
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets85.29M
AVAAX vs WMKMX Comparison Chart
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AVAAX vs. WMKMX commentary
Apr 30, 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: 188M vs. WMKMX (85.3M). AVAAX pays higher dividends than WMKMX: AVAAX (2.90) vs WMKMX (2.09). 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). AVAAX annual gain was more profitable for investors over the last year : 0.92 vs. WMKMX (0.81). AVAAX return over 5 years is better than : 2.06 vs. WMKMX (-2.03).
| 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 | -1.375 | -1.552 | 89% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 85.3M | 220% |
| Annual Yield % from dividends | 2.90 | 2.09 | 139% |
| Returns for 1 year | 0.92 | 0.81 | 113% |
| Returns for 3 years | 2.40 | 2.74 | 88% |
| Returns for 5 years | 2.06 | -2.03 | -101% |
| Returns for 10 years | 1.93 | 7.36 | 26% |
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