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LSVQX vs WCMJX
LSVQX vs WCMJX Comparison
Open Charts LSVQX vs WCMJX
LSV Small Cap Value Institutional
Price$19.73
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets630.04M
WCM SMID Quality Val Fd Investor
Price$11.45
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets60.68M
LSVQX vs WCMJX Comparison Chart in %
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LSVQX vs. WCMJX commentary
Sep 18, 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 LSVQX is a Buy and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
LSVQX has more cash in the bank: 630M vs. WCMJX (60.7M). LSVQX pays higher dividends than WCMJX: LSVQX (1.63) vs WCMJX (0.00). LSVQX was incepted earlier than WCMJX: LSVQX (13 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than LSVQX (0.85). LSVQX is a more actively managed with annual turnover of: 25.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than LSVQX: WCMJX (1000) vs LSVQX (100000). LSVQX annual gain was more profitable for investors over the last year : 3.39 vs. WCMJX (-16.03). LSVQX return over 5 years is better than : 102.53 vs. WCMJX (35.21).
| LSVQX | WCMJX | LSVQX / WCMJX | |
| Total Expense Ratio | 0.85 | 1.15 | 74% |
| Annual Report Gross Expense Ratio | 0.85 | 1.70 | 50% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 6.031 | -2.207 | -273% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 630M | 60.7M | 1,038% |
| Annual Yield % from dividends | 1.63 | 0.00 | - |
| Returns for 1 year | 3.39 | -16.03 | -21% |
| Returns for 3 years | 33.83 | 17.67 | 191% |
| Returns for 5 years | 102.53 | 35.21 | 291% |
| Returns for 10 years | 87.57 | N/A | - |
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