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AVUVX vs WCMJX
AVUVX vs WCMJX Comparison
Open Charts AVUVX vs WCMJX
Avantis® U.S. Small Cap Value Instl
Price$17.03
Change+$0.02 (+0.12%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.92
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
AVUVX vs WCMJX Comparison Chart
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AVUVX vs. WCMJX commentary
Dec 24, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AVUVX has more cash in the bank: 976M vs. WCMJX (67.1M). AVUVX pays higher dividends than WCMJX: AVUVX (1.49) vs WCMJX (0.00). AVUVX was incepted earlier than WCMJX: AVUVX (5 years) vs WCMJX (5 years). AVUVX (22.00) and WCMJX (22.00) have comparable annual turnover. 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 : 5.41 vs. WCMJX (-1.32). AVUVX return over 5 years is better than : 72.50 vs. WCMJX (12.67).
| AVUVX | WCMJX | AVUVX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 5.859 | -1.325 | -442% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 976M | 67.1M | 1,455% |
| Annual Yield % from dividends | 1.49 | 0.00 | - |
| Returns for 1 year | 5.41 | -1.32 | -408% |
| Returns for 3 years | 18.72 | 4.20 | 446% |
| Returns for 5 years | 72.50 | 12.67 | 572% |
| Returns for 10 years | N/A | N/A | - |
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