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LSVQX vs WCMFX
LSVQX vs WCMFX Comparison
Open Charts LSVQX vs WCMFX
LSV Small Cap Value Institutional
Price$19.09
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets557.57M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
LSVQX vs WCMFX Comparison Chart in %
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LSVQX vs. WCMFX commentary
Oct 18, 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 LSVQX is a StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
LSVQX has more cash in the bank: 558M vs. WCMFX (21.7M). LSVQX pays higher dividends than WCMFX: LSVQX (1.64) vs WCMFX (0.00). LSVQX was incepted earlier than WCMFX: LSVQX (13 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than LSVQX (0.83). LSVQX is a more actively managed with annual turnover of: 25.00 vs. WCMFX (15.00). LSVQX (100000) and WCMFX (100000) have matching initial minimum investment requirements. LSVQX annual gain was more profitable for investors over the last year : -2.28 vs. WCMFX (-20.62). LSVQX return over 5 years is better than : 87.69 vs. WCMFX (23.45).
| LSVQX | WCMFX | LSVQX / WCMFX | |
| Total Expense Ratio | 0.83 | 0.90 | 92% |
| Annual Report Gross Expense Ratio | 0.83 | 1.45 | 57% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 2.800 | -5.509 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 558M | 21.7M | 2,571% |
| Annual Yield % from dividends | 1.64 | 0.00 | - |
| Returns for 1 year | -2.28 | -20.62 | 11% |
| Returns for 3 years | 30.09 | 16.46 | 183% |
| Returns for 5 years | 87.69 | 23.45 | 374% |
| Returns for 10 years | 73.69 | N/A | - |
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