Interact to see
Advertisement
Advertisement
AVAAX vs WMKMX
AVAAX vs WMKMX Comparison
Open Charts AVAAX vs WMKMX
AVAAX vs WMKMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVAAX vs. WMKMX commentary
Jun 15, 2026
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: 219M vs. WMKMX (88.4M). AVAAX pays higher dividends than WMKMX: AVAAX (3.13) vs WMKMX (2.33). AVAAX was incepted earlier than WMKMX: AVAAX (32 years) vs WMKMX (29 years). WMKMX (1.16) is less costly to investors than AVAAX (0.91). WMKMX is a more actively managed with annual turnover of: 23.00 vs. AVAAX (20.00). 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 : 7.01 vs. AVAAX (5.29). WMKMX return over 5 years is better than : 2.04 vs. AVAAX (-0.74).
| AVAAX | WMKMX | AVAAX / WMKMX | |
| Total Expense Ratio | 0.80 | 1.16 | 69% |
| Annual Report Gross Expense Ratio | 0.91 | 1.16 | 78% |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | 0.885 | 0.889 | 100% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 88.4M | 248% |
| Annual Yield % from dividends | 3.13 | 2.33 | 135% |
| Returns for 1 year | 5.29 | 7.01 | 76% |
| Returns for 3 years | 9.38 | 9.91 | 95% |
| Returns for 5 years | -0.74 | 2.04 | -36% |
| Returns for 10 years | 4.87 | 12.71 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement