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AVUVX vs WCMJX
AVUVX vs WCMJX Comparison
Open Charts AVUVX vs WCMJX
Avantis® U.S. Small Cap Value Instl
Price$14.51
Change-$1.33 (-8.40%)
VolumeN/A
Net Assets1.02B
WCM SMID Quality Val Fd Investor
Price$10.51
Change-$0.57 (-5.14%)
VolumeN/A
Net Assets61.72M
AVUVX vs WCMJX Comparison Chart
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AVUVX vs. WCMJX commentary
Apr 04, 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: 1.02B vs. WCMJX (61.7M). 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). WCMJX (1.52) is less costly to investors than AVUVX (0.25). WCMJX (22.00) and AVUVX (21.00) 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 : -5.27 vs. WCMJX (-16.50). AVUVX return over 5 years is better than : 204.22 vs. WCMJX (77.85).
| AVUVX | WCMJX | AVUVX / WCMJX | |
| Total Expense Ratio | 0.25 | 1.10 | 23% |
| Annual Report Gross Expense Ratio | 0.25 | 1.52 | 16% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | -7.151 | -5.942 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 61.7M | 1,652% |
| Annual Yield % from dividends | 1.49 | 0.00 | - |
| Returns for 1 year | -5.27 | -16.50 | 32% |
| Returns for 3 years | 7.68 | 1.47 | 524% |
| Returns for 5 years | 204.22 | 77.85 | 262% |
| Returns for 10 years | N/A | N/A | - |
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