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AVCNX vs WCMJX
AVCNX vs WCMJX Comparison
Open Charts AVCNX vs WCMJX
Avantis® U.S. Small Cap Value G
Price$17.73
Change-$0.25 (-1.39%)
VolumeN/A
Net Assets1.19B
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
AVCNX vs WCMJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AVCNX has more cash in the bank: 1.2B vs. WCMJX (7.41M). AVCNX pays higher dividends than WCMJX: AVCNX (1.57) vs WCMJX (0.00). AVCNX was incepted earlier than WCMJX: AVCNX (5 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than AVCNX (0.25). AVCNX is a more actively managed with annual turnover of: 21.00 vs. WCMJX (15.00). AVCNX has a lower initial minimum investment than WCMJX: AVCNX (0) vs WCMJX (1000). AVCNX annual gain was more profitable for investors over the last year : -4.22 vs. WCMJX (-25.22).
| AVCNX | WCMJX | AVCNX / WCMJX | |
| Total Expense Ratio | 0.00 | 1.15 | - |
| Annual Report Gross Expense Ratio | 0.25 | 1.70 | 15% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 3.927 | -8.149 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 7.41M | 16,138% |
| Annual Yield % from dividends | 1.57 | 0.00 | - |
| Returns for 1 year | -4.22 | -25.22 | 17% |
| Returns for 3 years | 22.71 | 4.14 | 549% |
| Returns for 5 years | N/A | 13.30 | - |
| Returns for 10 years | N/A | N/A | - |
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