Ad is loading...
AVUVX vs WCMFX
AVUVX vs WCMFX Comparison
Open Charts AVUVX vs WCMFX
Avantis® U.S. Small Cap Value Instl
Price$18.92
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.56
Change-$0.11 (-0.75%)
VolumeN/A
CapitalizationN/A
AVUVX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AVUVX vs. WCMFX commentary
Nov 14, 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: 974M vs. WCMFX (79.2M). 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). AVUVX annual gain was more profitable for investors over the last year : 39.16 vs. WCMFX (36.97).
| 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 | 17.886 | 19.951 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 974M | 79.2M | 1,230% |
| Annual Yield % from dividends | 1.49 | 0.00 | - |
| Returns for 1 year | 39.16 | 36.97 | 106% |
| Returns for 3 years | 19.33 | 14.43 | 134% |
| Returns for 5 years | N/A | 43.26 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...