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UVAIX vs WMKMX
UVAIX vs WMKMX Comparison
Open Charts UVAIX vs WMKMX
Victory VA Bond Institutional
Price$10.15
Change+$0.04 (+0.40%)
VolumeN/A
Net Assets470.2M
WesMark WV Municipal Bond
Price$9.49
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets85.29M
UVAIX vs WMKMX Comparison Chart
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UVAIX vs. WMKMX commentary
Apr 30, 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: 470M vs. WMKMX (85.3M). UVAIX pays higher dividends than WMKMX: UVAIX (3.06) vs WMKMX (2.09). 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 (5.00). WMKMX has a lower initial minimum investment than UVAIX: WMKMX (1000) vs UVAIX (1000000). UVAIX annual gain was more profitable for investors over the last year : 0.87 vs. WMKMX (0.81).
| 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 | -2.608 | -1.552 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 85.3M | 551% |
| Annual Yield % from dividends | 3.06 | 2.09 | 147% |
| Returns for 1 year | 0.87 | 0.81 | 107% |
| Returns for 3 years | 4.15 | 2.74 | 151% |
| Returns for 5 years | N/A | -2.03 | - |
| Returns for 10 years | N/A | 7.36 | - |
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