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MAVKX vs WCMJX
MAVKX vs WCMJX Comparison
Open Charts MAVKX vs WCMJX
MoA Small Cap Value Fund
Price$14.70
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets371.71M
WCM SMID Quality Val Fd Investor
Price$11.28
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets22.01M
MAVKX vs WCMJX Comparison Chart in %
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MAVKX 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 MAVKX is a Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MAVKX has more cash in the bank: 372M vs. WCMJX (22M). MAVKX pays higher dividends than WCMJX: MAVKX (1.15) vs WCMJX (0.00). MAVKX was incepted earlier than WCMJX: MAVKX (20 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than MAVKX (0.82). MAVKX is a more actively managed with annual turnover of: 47.84 vs. WCMJX (15.00). MAVKX (1000) and WCMJX (1000) have matching initial minimum investment requirements. MAVKX annual gain was more profitable for investors over the last year : 0.38 vs. WCMJX (-18.93). MAVKX return over 5 years is better than : 37.36 vs. WCMJX (23.13).
| MAVKX | WCMJX | MAVKX / WCMJX | |
| Total Expense Ratio | 0.82 | 1.15 | 71% |
| Annual Report Gross Expense Ratio | 0.82 | 1.70 | 48% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 1.794 | -5.093 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -18.93 | -2% |
| Returns for 3 years | 10.27 | 18.94 | 54% |
| Returns for 5 years | 37.36 | 23.13 | 162% |
| Returns for 10 years | 13.13 | N/A | - |
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