AVALX
Price
$47.98
Change
+$0.13 (+0.27%)
Updated
Aug 8 closing price
Net Assets
609.44M
WCMFX
Price
$11.36
Change
-$0.09 (-0.79%)
Updated
Aug 8 closing price
Net Assets
59.87M
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AVALX vs WCMFX

Header iconAVALX vs WCMFX Comparison
Open Charts AVALX vs WCMFXBanner chart's image
Aegis Value I
Price$47.98
Change+$0.13 (+0.27%)
VolumeN/A
Net Assets609.44M
WCM SMID Quality Val Fd Institutional
Price$11.36
Change-$0.09 (-0.79%)
VolumeN/A
Net Assets59.87M
AVALX vs WCMFX Comparison Chart in %
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AVALX vs. WCMFX commentary
Aug 09, 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.

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FUNDAMENTALS
Fundamentals
AVALX has more cash in the bank: 609M vs. WCMFX (59.9M). AVALX pays higher dividends than WCMFX: AVALX (0.76) vs WCMFX (0.00). AVALX was incepted earlier than WCMFX: AVALX (27 years) vs WCMFX (6 years). AVALX (1.45) and WCMFX (1.45) have similar cost to investors . WCMFX is a more actively managed with annual turnover of: 15.00 vs. AVALX (9.00). 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 : 32.36 vs. WCMFX (-15.56). AVALX return over 5 years is better than : 161.93 vs. WCMFX (25.41).
AVALXWCMFXAVALX / WCMFX
Total Expense Ratio1.450.90161%
Annual Report Gross Expense Ratio1.451.45100%
Fund Existence27 years6 years-
Gain YTD33.436-4.424-756%
Front LoadN/AN/A-
Min. Initial Investment1000010000010%
Min. Initial Investment IRAN/AN/A-
Net Assets609M59.9M1,017%
Annual Yield % from dividends0.760.00-
Returns for 1 year32.36-15.56-208%
Returns for 3 years55.078.22670%
Returns for 5 years161.9325.41637%
Returns for 10 years324.61N/A-
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