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AVALX vs WCMFX
AVALX vs WCMFX Comparison
Open Charts AVALX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$12.12
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
AVALX vs WCMFX Comparison Chart
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AVALX vs. WCMFX commentary
Dec 24, 2024
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 Sell and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AVALX has more cash in the bank: 327M vs. WCMFX (67.1M). 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 : 0.54 vs. WCMFX (-0.82). AVALX return over 5 years is better than : 96.99 vs. WCMFX (14.56).
| 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 | 1.020 | -0.899 | -113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 327M | 67.1M | 487% |
| Annual Yield % from dividends | 0.63 | 0.00 | - |
| Returns for 1 year | 0.54 | -0.82 | -66% |
| Returns for 3 years | 29.02 | 5.21 | 557% |
| Returns for 5 years | 96.99 | 14.56 | 666% |
| Returns for 10 years | 184.11 | N/A | - |
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