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AVALX vs WCMFX
AVALX vs WCMFX Comparison
Open Charts AVALX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
AVALX vs WCMFX Comparison Chart
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AVALX vs. WCMFX commentary
Feb 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 AVALX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AVALX has more cash in the bank: 361M vs. WCMFX (66.5M). AVALX pays higher dividends than WCMFX: AVALX (0.63) vs WCMFX (0.00). AVALX was incepted earlier than WCMFX: AVALX (27 years) vs WCMFX (5 years). WCMFX is a more actively managed with annual turnover of: 22.00 vs. AVALX (2.00). AVALX has a lower initial minimum investment than WCMFX: AVALX (10000) vs WCMFX (100000). AVALX annual gain was more profitable for investors over the last year : 18.73 vs. WCMFX (-6.03). AVALX return over 5 years is better than : 124.33 vs. WCMFX (11.06).
| AVALX | WCMFX | AVALX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 5 years | - |
| Gain YTD | 7.529 | -1.085 | -694% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 66.5M | 543% |
| Annual Yield % from dividends | 0.63 | 0.00 | - |
| Returns for 1 year | 18.73 | -6.03 | -311% |
| Returns for 3 years | 28.40 | 9.72 | 292% |
| Returns for 5 years | 124.33 | 11.06 | 1,124% |
| Returns for 10 years | 217.62 | N/A | - |
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