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AVALX vs WCMFX
AVALX vs WCMFX Comparison
Open Charts AVALX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$10.70
Change-$0.58 (-5.14%)
VolumeN/A
Net Assets61.72M
AVALX vs WCMFX Comparison Chart
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AVALX vs. WCMFX commentary
Apr 04, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AVALX has more cash in the bank: 441M vs. WCMFX (61.7M). AVALX pays higher dividends than WCMFX: AVALX (0.87) vs WCMFX (0.00). AVALX was incepted earlier than WCMFX: AVALX (27 years) vs WCMFX (5 years). AVALX (1.46) is less costly to investors than WCMFX (1.27). WCMFX is a more actively managed with annual turnover of: 22.00 vs. AVALX (20.00). 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 : 11.46 vs. WCMFX (-16.07). AVALX return over 5 years is better than : 261.36 vs. WCMFX (80.77).
| AVALX | WCMFX | AVALX / WCMFX | |
| Total Expense Ratio | 1.46 | 0.85 | 172% |
| Annual Report Gross Expense Ratio | 1.46 | 1.27 | 115% |
| Fund Existence | 27 years | 5 years | - |
| Gain YTD | 12.493 | -5.843 | -214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 441M | 61.7M | 715% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | 11.46 | -16.07 | -71% |
| Returns for 3 years | 19.28 | 2.45 | 786% |
| Returns for 5 years | 261.36 | 80.77 | 324% |
| Returns for 10 years | 237.81 | N/A | - |