Interact to see
Advertisement
Advertisement
AVUVX vs WCMJX
AVUVX vs WCMJX Comparison
Open Charts AVUVX vs WCMJX
Avantis® U.S. Small Cap Value Instl
Price$16.04
Change+$0.26 (+1.65%)
VolumeN/A
Net Assets1.09B
WCM SMID Quality Val Fd Investor
Price$11.13
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets60.5M
AVUVX vs WCMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AVUVX vs. WCMJX commentary
Jun 07, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AVUVX has more cash in the bank: 1.09B vs. WCMJX (60.5M). AVUVX pays higher dividends than WCMJX: AVUVX (1.47) vs WCMJX (0.00). AVUVX was incepted earlier than WCMJX: AVUVX (6 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than AVUVX (0.25). AVUVX is a more actively managed with annual turnover of: 21.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than AVUVX: WCMJX (1000) vs AVUVX (5000000). AVUVX annual gain was more profitable for investors over the last year : -3.46 vs. WCMJX (-14.73). AVUVX return over 5 years is better than : 85.58 vs. WCMJX (21.81).
| AVUVX | WCMJX | AVUVX / WCMJX | |
| Total Expense Ratio | 0.25 | 1.15 | 22% |
| Annual Report Gross Expense Ratio | 0.25 | 1.70 | 15% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -7.503 | -6.112 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 60.5M | 1,807% |
| Annual Yield % from dividends | 1.47 | 0.00 | - |
| Returns for 1 year | -3.46 | -14.73 | 23% |
| Returns for 3 years | 5.56 | 4.05 | 137% |
| Returns for 5 years | 85.58 | 21.81 | 392% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement