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AVALX vs WCMJX
AVALX vs WCMJX Comparison
Open Charts AVALX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$10.51
Change-$0.57 (-5.14%)
VolumeN/A
Net Assets61.72M
AVALX vs WCMJX Comparison Chart
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AVALX vs. WCMJX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AVALX has more cash in the bank: 441M vs. WCMJX (61.7M). AVALX pays higher dividends than WCMJX: AVALX (0.87) vs WCMJX (0.00). AVALX was incepted earlier than WCMJX: AVALX (27 years) vs WCMJX (5 years). WCMJX (1.52) and AVALX (1.46) have similar cost to investors . WCMJX is a more actively managed with annual turnover of: 22.00 vs. AVALX (20.00). 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 : 10.45 vs. WCMJX (-16.50). AVALX return over 5 years is better than : 263.96 vs. WCMJX (77.85).
| AVALX | WCMJX | AVALX / WCMJX | |
| Total Expense Ratio | 1.46 | 1.10 | 133% |
| Annual Report Gross Expense Ratio | 1.46 | 1.52 | 96% |
| Fund Existence | 27 years | 5 years | - |
| Gain YTD | 13.302 | -5.942 | -224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 441M | 61.7M | 715% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | 10.45 | -16.50 | -63% |
| Returns for 3 years | 19.82 | 1.47 | 1,353% |
| Returns for 5 years | 263.96 | 77.85 | 339% |
| Returns for 10 years | 233.63 | N/A | - |