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MAVKX vs WCMFX
MAVKX vs WCMFX Comparison
Open Charts MAVKX vs WCMFX
MoA Small Cap Value Fund
Price$14.70
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets371.71M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets22.01M
MAVKX vs WCMFX Comparison Chart in %
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MAVKX 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 MAVKX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MAVKX has more cash in the bank: 372M vs. WCMFX (22M). MAVKX pays higher dividends than WCMFX: MAVKX (1.15) 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 : 0.38 vs. WCMFX (-18.45). MAVKX return over 5 years is better than : 37.36 vs. WCMFX (25.14).
| 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 | 1.794 | -4.841 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 22M | 1,691% |
| Annual Yield % from dividends | 1.15 | 0.00 | - |
| Returns for 1 year | 0.38 | -18.45 | -2% |
| Returns for 3 years | 10.27 | 20.13 | 51% |
| Returns for 5 years | 37.36 | 25.14 | 149% |
| Returns for 10 years | 13.13 | N/A | - |
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