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AVALX vs WCMJX
AVALX vs WCMJX Comparison
Open Charts AVALX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$11.36
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets61.46M
AVALX vs WCMJX Comparison Chart in %
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AVALX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AVALX has more cash in the bank: 574M vs. WCMJX (61.5M). AVALX pays higher dividends than WCMJX: AVALX (0.77) 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 : 17.77 vs. WCMJX (-18.77). AVALX return over 5 years is better than : 176.24 vs. WCMJX (30.20).
| AVALX | WCMJX | AVALX / WCMJX | |
| Total Expense Ratio | 1.45 | 1.15 | 126% |
| Annual Report Gross Expense Ratio | 1.45 | 1.70 | 85% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | 29.364 | -3.735 | -786% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| 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 | -18.77 | -95% |
| Returns for 3 years | 63.36 | 12.61 | 502% |
| Returns for 5 years | 176.24 | 30.20 | 584% |
| Returns for 10 years | 300.22 | N/A | - |
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