Interact to see
Advertisement
Advertisement
LVAQX vs WCMFX
LVAQX vs WCMFX Comparison
Open Charts LVAQX vs WCMFX
LSV Small Cap Value Investor
Price$19.45
Change-$0.24 (-1.22%)
VolumeN/A
Net Assets576.55M
WCM SMID Quality Val Fd Institutional
Price$11.40
Change-$0.17 (-1.47%)
VolumeN/A
Net Assets22.01M
LVAQX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVAQX vs. WCMFX commentary
Oct 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
LVAQX has more cash in the bank: 577M vs. WCMFX (22M). LVAQX pays higher dividends than WCMFX: LVAQX (1.27) 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 (1.10). 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 : 4.49 vs. WCMFX (-16.70). LVAQX return over 5 years is better than : 90.36 vs. WCMFX (27.00).
| LVAQX | WCMFX | LVAQX / WCMFX | |
| Total Expense Ratio | 1.10 | 0.90 | 122% |
| Annual Report Gross Expense Ratio | 1.10 | 1.45 | 76% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 6.031 | -3.422 | -176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 22M | 2,623% |
| Annual Yield % from dividends | 1.27 | 0.00 | - |
| Returns for 1 year | 4.49 | -16.70 | -27% |
| Returns for 3 years | 39.54 | 21.92 | 180% |
| Returns for 5 years | 90.36 | 27.00 | 335% |
| Returns for 10 years | 76.60 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RLY | 31.14 | -0.02 | -0.05% |
| SPDR® SSgA Multi-Asset Real Return ETF | |||
| MBSF | 25.49 | -0.04 | -0.16% |
| Regan Floating Rate MBS ETF | |||
| HSMV | 35.87 | -0.16 | -0.45% |
| First Trust Horizon Managed Vol S/M ETF | |||
| ACWX | 65.85 | -0.52 | -0.78% |
| iShares MSCI ACWI ex US ETF | |||
| STXI | 30.36 | -0.30 | -0.98% |
| Strive International Developed Mkts ETF | |||