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MAVKX vs WCMJX
MAVKX vs WCMJX Comparison
Open Charts MAVKX vs WCMJX
MoA Small Cap Value Fund
Price$14.08
Change-$0.07 (-0.49%)
VolumeN/A
Net Assets376.05M
WCM SMID Quality Val Fd Investor
Price$11.13
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets59.44M
MAVKX vs WCMJX Comparison Chart in %
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MAVKX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MAVKX has more cash in the bank: 376M vs. WCMJX (59.4M). MAVKX pays higher dividends than WCMJX: MAVKX (1.20) 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 : 0.71 vs. WCMJX (-16.29). MAVKX return over 5 years is better than : 26.64 vs. WCMJX (20.93).
| 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 | -1.812 | -5.348 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -16.29 | -4% |
| Returns for 3 years | -7.73 | 2.11 | -367% |
| Returns for 5 years | 26.64 | 20.93 | 127% |
| Returns for 10 years | 0.15 | N/A | - |
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