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LSVQX vs WCMJX
LSVQX vs WCMJX Comparison
Open Charts LSVQX vs WCMJX
LSV Small Cap Value Institutional
Price$19.24
Change-$0.17 (-0.88%)
VolumeN/A
Net Assets569.47M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
LSVQX vs WCMJX Comparison Chart in %
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LSVQX vs. WCMJX commentary
Nov 14, 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
LSVQX has more cash in the bank: 569M vs. WCMJX (7.41M). LSVQX pays higher dividends than WCMJX: LSVQX (1.69) vs WCMJX (0.00). LSVQX was incepted earlier than WCMJX: LSVQX (13 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than LSVQX (0.83). LSVQX is a more actively managed with annual turnover of: 25.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than LSVQX: WCMJX (1000) vs LSVQX (100000). LSVQX annual gain was more profitable for investors over the last year : -4.35 vs. WCMJX (-25.22). LSVQX return over 5 years is better than : 74.98 vs. WCMJX (13.30).
| LSVQX | WCMJX | LSVQX / WCMJX | |
| Total Expense Ratio | 0.83 | 1.15 | 72% |
| Annual Report Gross Expense Ratio | 0.83 | 1.70 | 49% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 3.608 | -8.149 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 569M | 7.41M | 7,684% |
| Annual Yield % from dividends | 1.69 | 0.00 | - |
| Returns for 1 year | -4.35 | -25.22 | 17% |
| Returns for 3 years | 21.18 | 4.14 | 512% |
| Returns for 5 years | 74.98 | 13.30 | 564% |
| Returns for 10 years | 76.42 | N/A | - |
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