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UVAIX vs WMKMX
UVAIX vs WMKMX Comparison
Open Charts UVAIX vs WMKMX
Victory VA Bond Institutional
Price$10.07
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets471.33M
WesMark WV Municipal Bond
Price$9.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets86.24M
UVAIX vs WMKMX Comparison Chart in %
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UVAIX vs. WMKMX commentary
Jul 06, 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 UVAIX is a Hold and WMKMX is a Hold.
FUNDAMENTALS
Fundamentals
UVAIX has more cash in the bank: 471M vs. WMKMX (86.2M). UVAIX pays higher dividends than WMKMX: UVAIX (3.19) vs WMKMX (2.07). UVAIX was incepted earlier than WMKMX: UVAIX (5 years) vs WMKMX (28 years). WMKMX (1.16) is less costly to investors than UVAIX (0.59). WMKMX is a more actively managed with annual turnover of: 9.00 vs. UVAIX (6.00). WMKMX has a lower initial minimum investment than UVAIX: WMKMX (1000) vs UVAIX (1000000). WMKMX annual gain was more profitable for investors over the last year : 1.55 vs. UVAIX (-0.80). UVAIX return over 5 years is better than : 1.07 vs. WMKMX (-2.67).
| UVAIX | WMKMX | UVAIX / WMKMX | |
| Total Expense Ratio | 0.52 | 1.16 | 45% |
| Annual Report Gross Expense Ratio | 0.59 | 1.16 | 51% |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | -2.182 | 0.045 | -4,899% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 86.2M | 546% |
| Annual Yield % from dividends | 3.19 | 2.07 | 154% |
| Returns for 1 year | -0.80 | 1.55 | -52% |
| Returns for 3 years | 5.51 | 4.31 | 128% |
| Returns for 5 years | 1.07 | -2.67 | -40% |
| Returns for 10 years | N/A | 9.94 | - |
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