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AVCNX vs WCMFX
AVCNX vs WCMFX Comparison
Open Charts AVCNX vs WCMFX
Avantis® U.S. Small Cap Value G
Price$18.09
Change-$0.21 (-1.15%)
VolumeN/A
Net Assets1.23B
WCM SMID Quality Val Fd Institutional
Price$11.40
Change-$0.17 (-1.47%)
VolumeN/A
Net Assets23.69B
AVCNX vs WCMFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 23.7B vs. AVCNX (1.23B). AVCNX pays higher dividends than WCMFX: AVCNX (1.54) vs WCMFX (0.00). AVCNX was incepted earlier than WCMFX: AVCNX (5 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than AVCNX (0.25). AVCNX is a more actively managed with annual turnover of: 21.00 vs. WCMFX (15.00). AVCNX has a lower initial minimum investment than WCMFX: AVCNX (0) vs WCMFX (100000). AVCNX annual gain was more profitable for investors over the last year : 6.09 vs. WCMFX (-16.70).
| AVCNX | WCMFX | AVCNX / WCMFX | |
| Total Expense Ratio | 0.00 | 0.90 | - |
| Annual Report Gross Expense Ratio | 0.25 | 1.45 | 17% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 7.268 | -3.422 | -212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 23.7B | 5% |
| Annual Yield % from dividends | 1.54 | 0.00 | - |
| Returns for 1 year | 6.09 | -16.70 | -36% |
| Returns for 3 years | 43.39 | 21.92 | 198% |
| Returns for 5 years | N/A | 27.00 | - |
| Returns for 10 years | N/A | N/A | - |
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