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AVUVX vs WCMFX
AVUVX vs WCMFX Comparison
Open Charts AVUVX vs WCMFX
Avantis® U.S. Small Cap Value Instl
Price$19.26
Change-$0.22 (-1.13%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.84
Change-$0.12 (-0.80%)
VolumeN/A
CapitalizationN/A
AVUVX vs WCMFX Comparison Chart
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AVUVX vs. WCMFX commentary
Nov 27, 2024
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: 1.06B vs. WCMFX (79.9M). AVUVX pays higher dividends than WCMFX: AVUVX (1.49) vs WCMFX (0.00). AVUVX was incepted earlier than WCMFX: AVUVX (5 years) vs WCMFX (5 years). AVUVX (22.00) and WCMFX (22.00) have comparable annual turnover. WCMFX has a lower initial minimum investment than AVUVX: WCMFX (100000) vs AVUVX (5000000). WCMFX (32.74) and AVUVX (32.07) have marching annual gain over last year.
| AVUVX | WCMFX | AVUVX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 17.947 | 22.322 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 79.9M | 1,332% |
| Annual Yield % from dividends | 1.49 | 0.00 | - |
| Returns for 1 year | 32.07 | 32.74 | 98% |
| Returns for 3 years | 26.22 | 24.87 | 105% |
| Returns for 5 years | N/A | 42.88 | - |
| Returns for 10 years | N/A | N/A | - |
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