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AVUVX vs WCMFX
AVUVX vs WCMFX Comparison
Open Charts AVUVX vs WCMFX
Avantis® U.S. Small Cap Value Instl
Price$16.69
Change-$0.47 (-2.74%)
VolumeN/A
Net Assets1.03B
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
AVUVX vs WCMFX Comparison Chart
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AVUVX vs. WCMFX commentary
Feb 24, 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: 1.03B vs. WCMFX (66.5M). 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 : 5.42 vs. WCMFX (-6.03). AVUVX return over 5 years is better than : 80.94 vs. WCMFX (11.06).
| 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 | -2.169 | -1.085 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 66.5M | 1,555% |
| Annual Yield % from dividends | 1.49 | 0.00 | - |
| Returns for 1 year | 5.42 | -6.03 | -90% |
| Returns for 3 years | 17.98 | 9.72 | 185% |
| Returns for 5 years | 80.94 | 11.06 | 732% |
| Returns for 10 years | N/A | N/A | - |
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