Ad is loading...
AVUVX vs WCMFX
AVUVX vs WCMFX Comparison
Open Charts AVUVX vs WCMFX
Avantis® U.S. Small Cap Value Instl
Price$14.51
Change-$1.33 (-8.40%)
VolumeN/A
Net Assets1.02B
WCM SMID Quality Val Fd Institutional
Price$10.70
Change-$0.58 (-5.14%)
VolumeN/A
Net Assets61.72M
AVUVX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AVUVX vs. WCMFX 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 AVUVX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AVUVX has more cash in the bank: 1.02B vs. WCMFX (61.7M). 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). WCMFX (1.27) is less costly to investors than AVUVX (0.25). WCMFX (22.00) and AVUVX (21.00) have comparable annual turnover. 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 : -5.27 vs. WCMFX (-16.07). AVUVX return over 5 years is better than : 204.22 vs. WCMFX (80.77).
| AVUVX | WCMFX | AVUVX / WCMFX | |
| Total Expense Ratio | 0.25 | 0.85 | 29% |
| Annual Report Gross Expense Ratio | 0.25 | 1.27 | 20% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | -7.151 | -5.843 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 61.7M | 1,652% |
| Annual Yield % from dividends | 1.49 | 0.00 | - |
| Returns for 1 year | -5.27 | -16.07 | 33% |
| Returns for 3 years | 7.68 | 2.45 | 313% |
| Returns for 5 years | 204.22 | 80.77 | 253% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers