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AVUVX vs WCMFX
AVUVX vs WCMFX Comparison
Open Charts AVUVX vs WCMFX
Avantis® U.S. Small Cap Value Instl
Price$16.04
Change+$0.26 (+1.65%)
VolumeN/A
Net Assets1.09B
WCM SMID Quality Val Fd Institutional
Price$11.33
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets60.5M
AVUVX vs WCMFX Comparison Chart
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AVUVX vs. WCMFX commentary
Jun 07, 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 AVUVX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AVUVX has more cash in the bank: 1.09B vs. WCMFX (60.5M). AVUVX pays higher dividends than WCMFX: AVUVX (1.47) vs WCMFX (0.00). AVUVX was incepted earlier than WCMFX: AVUVX (6 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than AVUVX (0.25). AVUVX is a more actively managed with annual turnover of: 21.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than AVUVX: WCMFX (100000) vs AVUVX (5000000). AVUVX annual gain was more profitable for investors over the last year : -3.46 vs. WCMFX (-14.31). AVUVX return over 5 years is better than : 85.58 vs. WCMFX (23.87).
| AVUVX | WCMFX | AVUVX / WCMFX | |
| Total Expense Ratio | 0.25 | 0.90 | 28% |
| Annual Report Gross Expense Ratio | 0.25 | 1.45 | 17% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -7.503 | -6.010 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 60.5M | 1,807% |
| Annual Yield % from dividends | 1.47 | 0.00 | - |
| Returns for 1 year | -3.46 | -14.31 | 24% |
| Returns for 3 years | 5.56 | 5.04 | 110% |
| Returns for 5 years | 85.58 | 23.87 | 358% |
| Returns for 10 years | N/A | N/A | - |
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