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MAVKX vs WCMFX
MAVKX vs WCMFX Comparison
Open Charts MAVKX vs WCMFX
MoA Small Cap Value Fund
Price$14.75
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets386.3M
WCM SMID Quality Val Fd Institutional
Price$11.67
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets60.68M
MAVKX vs WCMFX Comparison Chart in %
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MAVKX vs. WCMFX commentary
Sep 19, 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 Hold.
FUNDAMENTALS
Fundamentals
MAVKX has more cash in the bank: 386M vs. WCMFX (60.7M). MAVKX pays higher dividends than WCMFX: MAVKX (1.13) 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 : 0.05 vs. WCMFX (-15.60). MAVKX return over 5 years is better than : 40.10 vs. WCMFX (37.31).
| 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 | 2.560 | -2.003 | -128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 60.7M | 636% |
| Annual Yield % from dividends | 1.13 | 0.00 | - |
| Returns for 1 year | 0.05 | -15.60 | -0% |
| Returns for 3 years | 4.78 | 18.83 | 25% |
| Returns for 5 years | 40.10 | 37.31 | 107% |
| Returns for 10 years | 17.43 | N/A | - |
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