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AVUVX vs WCMFX
AVUVX vs WCMFX Comparison
Open Charts AVUVX vs WCMFX
Avantis® U.S. Small Cap Value Instl
Price$17.74
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.04B
WCM SMID Quality Val Fd Institutional
Price$12.63
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets70.18M
AVUVX vs WCMFX Comparison Chart
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AVUVX vs. WCMFX commentary
Jan 25, 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: 1.04B vs. WCMFX (70.2M). 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 : 12.84 vs. WCMFX (6.13). AVUVX return over 5 years is better than : 88.85 vs. WCMFX (18.93).
| 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 | 3.869 | 5.426 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 70.2M | 1,486% |
| Annual Yield % from dividends | 1.49 | 0.00 | - |
| Returns for 1 year | 12.84 | 6.13 | 209% |
| Returns for 3 years | 24.33 | 15.66 | 155% |
| Returns for 5 years | 88.85 | 18.93 | 469% |
| Returns for 10 years | N/A | N/A | - |
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