AVALX
Price
$47.98
Change
+$0.13 (+0.27%)
Updated
Aug 8 closing price
Net Assets
609.44M
WCMJX
Price
$11.15
Change
-$0.09 (-0.80%)
Updated
Aug 8 closing price
Net Assets
59.87M
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AVALX vs WCMJX

Header iconAVALX vs WCMJX Comparison
Open Charts AVALX vs WCMJXBanner chart's image
Aegis Value I
Price$47.98
Change+$0.13 (+0.27%)
VolumeN/A
Net Assets609.44M
WCM SMID Quality Val Fd Investor
Price$11.15
Change-$0.09 (-0.80%)
VolumeN/A
Net Assets59.87M
AVALX vs WCMJX Comparison Chart in %
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AVALX vs. WCMJX 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 WCMJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AVALX has more cash in the bank: 609M vs. WCMJX (59.9M). AVALX pays higher dividends than WCMJX: AVALX (0.76) vs WCMJX (0.00). AVALX was incepted earlier than WCMJX: AVALX (27 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than AVALX (1.45). WCMJX is a more actively managed with annual turnover of: 15.00 vs. AVALX (9.00). WCMJX has a lower initial minimum investment than AVALX: WCMJX (1000) vs AVALX (10000). AVALX annual gain was more profitable for investors over the last year : 32.36 vs. WCMJX (-15.93). AVALX return over 5 years is better than : 161.93 vs. WCMJX (23.52).
AVALXWCMJXAVALX / WCMJX
Total Expense Ratio1.451.15126%
Annual Report Gross Expense Ratio1.451.7085%
Fund Existence27 years6 years-
Gain YTD33.436-4.584-729%
Front LoadN/AN/A-
Min. Initial Investment1000010001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets609M59.9M1,017%
Annual Yield % from dividends0.760.00-
Returns for 1 year32.36-15.93-203%
Returns for 3 years55.077.15770%
Returns for 5 years161.9323.52689%
Returns for 10 years324.61N/A-
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