AVALX
Price
$50.35
Change
+$0.07 (+0.14%)
Updated
Aug 28 closing price
Net Assets
647.91M
WCMFX
Price
$11.98
Change
-$0.07 (-0.58%)
Updated
Aug 28 closing price
Net Assets
62.37M
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AVALX vs WCMFX

Header iconAVALX vs WCMFX Comparison
Open Charts AVALX vs WCMFXBanner chart's image
Aegis Value I
Price$50.35
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets647.91M
WCM SMID Quality Val Fd Institutional
Price$11.98
Change-$0.07 (-0.58%)
VolumeN/A
Net Assets62.37M
AVALX vs WCMFX Comparison Chart in %
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AVALX vs. WCMFX commentary
Aug 30, 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 Buy.

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FUNDAMENTALS
Fundamentals
AVALX has more cash in the bank: 648M vs. WCMFX (62.4M). 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 : 29.73 vs. WCMFX (-13.62). AVALX return over 5 years is better than : 160.13 vs. WCMFX (32.27).
AVALXWCMFXAVALX / WCMFX
Total Expense Ratio1.450.90161%
Annual Report Gross Expense Ratio1.451.45100%
Fund Existence27 years6 years-
Gain YTD40.2120.5846,882%
Front LoadN/AN/A-
Min. Initial Investment1000010000010%
Min. Initial Investment IRAN/AN/A-
Net Assets648M62.4M1,038%
Annual Yield % from dividends0.760.00-
Returns for 1 year29.73-13.62-218%
Returns for 3 years61.4517.33355%
Returns for 5 years160.1332.27496%
Returns for 10 years320.05N/A-
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