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MAVKX vs WCMFX
MAVKX vs WCMFX Comparison
Open Charts MAVKX vs WCMFX
MoA Small Cap Value Fund
Price$14.08
Change-$0.07 (-0.49%)
VolumeN/A
Net Assets376.05M
WCM SMID Quality Val Fd Institutional
Price$11.34
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets59.44M
MAVKX vs WCMFX Comparison Chart in %
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MAVKX vs. WCMFX commentary
Aug 12, 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 MAVKX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MAVKX has more cash in the bank: 376M vs. WCMFX (59.4M). MAVKX pays higher dividends than WCMFX: MAVKX (1.20) vs WCMFX (0.00). MAVKX was incepted earlier than WCMFX: MAVKX (20 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than MAVKX (0.82). MAVKX is a more actively managed with annual turnover of: 47.84 vs. WCMFX (15.00). MAVKX has a lower initial minimum investment than WCMFX: MAVKX (1000) vs WCMFX (100000). MAVKX annual gain was more profitable for investors over the last year : 0.71 vs. WCMFX (-15.85). MAVKX return over 5 years is better than : 26.64 vs. WCMFX (22.94).
| MAVKX | WCMFX | MAVKX / WCMFX | |
| Total Expense Ratio | 0.82 | 0.90 | 91% |
| Annual Report Gross Expense Ratio | 0.82 | 1.45 | 57% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | -1.812 | -5.175 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 59.4M | 633% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 0.71 | -15.85 | -4% |
| Returns for 3 years | -7.73 | 3.18 | -243% |
| Returns for 5 years | 26.64 | 22.94 | 116% |
| Returns for 10 years | 0.15 | N/A | - |
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