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AVUVX
Price
$19.19
Change
+$0.38 (+2.02%)
Updated
Nov 22 closing price
WCMJX
Price
$14.47
Change
+$0.15 (+1.05%)
Updated
Nov 22 closing price
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AVUVX vs WCMJX

Header iconAVUVX vs WCMJX Comparison
Open Charts AVUVX vs WCMJXBanner chart's image
Avantis® U.S. Small Cap Value Instl
Price$19.19
Change+$0.38 (+2.02%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$14.47
Change+$0.15 (+1.05%)
VolumeN/A
CapitalizationN/A
AVUVX vs WCMJX Comparison Chart
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AVUVX vs. WCMJX commentary
Nov 23, 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: 969M vs. WCMJX (77.5M). 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). WCMJX (30.36) and AVUVX (30.16) have marching annual gain over last year.
AVUVXWCMJXAVUVX / WCMJX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence5 years5 years-
Gain YTD15.61219.78579%
Front LoadN/AN/A-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets969M77.5M1,250%
Annual Yield % from dividends1.490.00-
Returns for 1 year30.1630.3699%
Returns for 3 years18.2216.41111%
Returns for 5 yearsN/A41.72-
Returns for 10 yearsN/AN/A-
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