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AVALX vs WCMFX
AVALX vs WCMFX Comparison
Open Charts AVALX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.57
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets61.46M
AVALX vs WCMFX Comparison Chart in %
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AVALX vs. WCMFX commentary
Jul 18, 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: 574M vs. WCMFX (61.5M). AVALX pays higher dividends than WCMFX: AVALX (0.77) 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 : 17.77 vs. WCMFX (-18.37). AVALX return over 5 years is better than : 176.24 vs. WCMFX (32.30).
| AVALX | WCMFX | AVALX / WCMFX | |
| Total Expense Ratio | 1.45 | 0.90 | 161% |
| Annual Report Gross Expense Ratio | 1.45 | 1.45 | 100% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | 29.364 | -3.589 | -818% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 574M | 61.5M | 933% |
| Annual Yield % from dividends | 0.77 | 0.00 | - |
| Returns for 1 year | 17.77 | -18.37 | -97% |
| Returns for 3 years | 63.36 | 13.68 | 463% |
| Returns for 5 years | 176.24 | 32.30 | 546% |
| Returns for 10 years | 300.22 | N/A | - |
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