Interact to see
Advertisement
Advertisement
UVAIX vs WMKMX
UVAIX vs WMKMX Comparison
Open Charts UVAIX vs WMKMX
Victory VA Bond Institutional
Price$10.04
Change-$0.04 (-0.40%)
VolumeN/A
Net Assets469.2M
WesMark WV Municipal Bond
Price$9.47
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets85.45M
UVAIX vs WMKMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UVAIX vs. WMKMX commentary
May 23, 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: 469M vs. WMKMX (85.5M). UVAIX pays higher dividends than WMKMX: UVAIX (3.13) vs WMKMX (2.12). 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 : 1.26 vs. UVAIX (-0.09).
| 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 | -2.635 | -1.255 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 469M | 85.5M | 549% |
| Annual Yield % from dividends | 3.13 | 2.12 | 147% |
| Returns for 1 year | -0.09 | 1.26 | -7% |
| Returns for 3 years | 6.12 | 4.33 | 141% |
| Returns for 5 years | N/A | -3.74 | - |
| Returns for 10 years | N/A | 8.41 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement