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GCAVX vs WCMJX
GCAVX vs WCMJX Comparison
Open Charts GCAVX vs WCMJX
GMO US Small Cap Value VI
Price$20.72
Change-$0.10 (-0.48%)
VolumeN/A
Net Assets36.33M
WCM SMID Quality Val Fd Investor
Price$11.29
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.2M
GCAVX vs WCMJX Comparison Chart in %
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GCAVX vs. WCMJX commentary
Aug 08, 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 GCAVX is a Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 60.2M vs. GCAVX (36.3M). GCAVX pays higher dividends than WCMJX: GCAVX (1.93) vs WCMJX (0.00). GCAVX was incepted earlier than WCMJX: GCAVX (6 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than GCAVX (0.65). GCAVX is a more actively managed with annual turnover of: 89.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than GCAVX: WCMJX (1000) vs GCAVX (300000000). GCAVX annual gain was more profitable for investors over the last year : 8.69 vs. WCMJX (-14.04). GCAVX return over 5 years is better than : 27.09 vs. WCMJX (24.51).
| GCAVX | WCMJX | GCAVX / WCMJX | |
| Total Expense Ratio | 0.48 | 1.15 | 42% |
| Annual Report Gross Expense Ratio | 0.65 | 1.70 | 38% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 0.031 | -3.820 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 300000000 | 1000 | 30,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3M | 60.2M | 60% |
| Annual Yield % from dividends | 1.93 | 0.00 | - |
| Returns for 1 year | 8.69 | -14.04 | -62% |
| Returns for 3 years | 29.81 | 7.19 | 415% |
| Returns for 5 years | 27.09 | 24.51 | 111% |
| Returns for 10 years | N/A | N/A | - |
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