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LVAQX vs WCMJX
LVAQX vs WCMJX Comparison
Open Charts LVAQX vs WCMJX
LSV Small Cap Value Investor
Price$19.45
Change-$0.24 (-1.22%)
VolumeN/A
Net Assets576.55M
WCM SMID Quality Val Fd Investor
Price$11.18
Change-$0.17 (-1.50%)
VolumeN/A
Net Assets23.69B
LVAQX vs WCMJX Comparison Chart in %
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LVAQX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 23.7B vs. LVAQX (577M). LVAQX pays higher dividends than WCMJX: LVAQX (1.27) vs WCMJX (0.00). LVAQX was incepted earlier than WCMJX: LVAQX (11 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than LVAQX (1.10). LVAQX is a more actively managed with annual turnover of: 25.00 vs. WCMJX (15.00). LVAQX (1000) and WCMJX (1000) have matching initial minimum investment requirements. LVAQX annual gain was more profitable for investors over the last year : 4.49 vs. WCMJX (-17.15). LVAQX return over 5 years is better than : 90.36 vs. WCMJX (25.00).
| LVAQX | WCMJX | LVAQX / WCMJX | |
| Total Expense Ratio | 1.10 | 1.15 | 96% |
| Annual Report Gross Expense Ratio | 1.10 | 1.70 | 65% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 6.031 | -3.650 | -165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 23.7B | 2% |
| Annual Yield % from dividends | 1.27 | 0.00 | - |
| Returns for 1 year | 4.49 | -17.15 | -26% |
| Returns for 3 years | 39.54 | 20.74 | 191% |
| Returns for 5 years | 90.36 | 25.00 | 361% |
| Returns for 10 years | 76.60 | N/A | - |
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