Interact to see
Advertisement
Advertisement
AVALX vs WCMJX
AVALX vs WCMJX Comparison
Open Charts AVALX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$11.76
Change-$0.07 (-0.59%)
VolumeN/A
Net Assets62.37M
AVALX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVALX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
AVALX has more cash in the bank: 648M vs. WCMJX (62.4M). 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 : 29.73 vs. WCMJX (-14.03). AVALX return over 5 years is better than : 160.13 vs. WCMJX (30.14).
| 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 | 40.212 | 0.424 | 9,474% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 648M | 62.4M | 1,038% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 29.73 | -14.03 | -212% |
| Returns for 3 years | 61.45 | 16.21 | 379% |
| Returns for 5 years | 160.13 | 30.14 | 531% |
| Returns for 10 years | 320.05 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement