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AVALX vs WCMJX
AVALX vs WCMJX Comparison
Open Charts AVALX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$11.92
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
AVALX vs WCMJX Comparison Chart
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AVALX vs. WCMJX commentary
Dec 24, 2024
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 Sell and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AVALX has more cash in the bank: 327M vs. WCMJX (67.1M). AVALX pays higher dividends than WCMJX: AVALX (0.63) vs WCMJX (0.00). AVALX was incepted earlier than WCMJX: AVALX (27 years) vs WCMJX (5 years). WCMJX is a more actively managed with annual turnover of: 22.00 vs. AVALX (2.00). 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 : 0.54 vs. WCMJX (-1.32). AVALX return over 5 years is better than : 96.99 vs. WCMJX (12.67).
| AVALX | WCMJX | AVALX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 5 years | - |
| Gain YTD | 1.020 | -1.325 | -77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 327M | 67.1M | 487% |
| Annual Yield % from dividends | 0.63 | 0.00 | - |
| Returns for 1 year | 0.54 | -1.32 | -41% |
| Returns for 3 years | 29.02 | 4.20 | 692% |
| Returns for 5 years | 96.99 | 12.67 | 766% |
| Returns for 10 years | 184.11 | N/A | - |
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