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LVAQX vs WCMFX
LVAQX vs WCMFX Comparison
Open Charts LVAQX vs WCMFX
LSV Small Cap Value Investor
Price$18.73
Change-$0.07 (-0.37%)
VolumeN/A
Net Assets551.64M
WCM SMID Quality Val Fd Institutional
Price$3.36
Change-$0.01 (-0.30%)
VolumeN/A
Net Assets5.92M
LVAQX vs WCMFX Comparison Chart in %
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LVAQX vs. WCMFX commentary
Nov 20, 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 LVAQX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
LVAQX has more cash in the bank: 552M vs. WCMFX (5.92M). LVAQX pays higher dividends than WCMFX: LVAQX (1.30) vs WCMFX (0.00). LVAQX was incepted earlier than WCMFX: LVAQX (11 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than LVAQX (1.08). LVAQX is a more actively managed with annual turnover of: 25.00 vs. WCMFX (15.00). LVAQX has a lower initial minimum investment than WCMFX: LVAQX (1000) vs WCMFX (100000). LVAQX annual gain was more profitable for investors over the last year : -4.72 vs. WCMFX (-76.28). LVAQX return over 5 years is better than : 64.32 vs. WCMFX (-65.29).
| LVAQX | WCMFX | LVAQX / WCMFX | |
| Total Expense Ratio | 1.08 | 0.90 | 120% |
| Annual Report Gross Expense Ratio | 1.08 | 1.45 | 74% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 1.239 | -71.870 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 552M | 5.92M | 9,318% |
| Annual Yield % from dividends | 1.30 | 0.00 | - |
| Returns for 1 year | -4.72 | -76.28 | 6% |
| Returns for 3 years | 16.99 | -67.31 | -25% |
| Returns for 5 years | 64.32 | -65.29 | -99% |
| Returns for 10 years | 66.14 | N/A | - |
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