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LSVQX vs WCMJX
LSVQX vs WCMJX Comparison
Open Charts LSVQX vs WCMJX
LSV Small Cap Value Institutional
Price$19.06
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets584.79M
WCM SMID Quality Val Fd Investor
Price$3.54
Change-$0.01 (-0.28%)
VolumeN/A
Net Assets1.58M
LSVQX vs WCMJX Comparison Chart in %
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LSVQX vs. WCMJX commentary
Jan 15, 2026
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 Hold and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
LSVQX has more cash in the bank: 585M vs. WCMJX (1.58M). LSVQX pays higher dividends than WCMJX: LSVQX (1.86) 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 : 5.72 vs. WCMJX (-69.90). LSVQX return over 5 years is better than : 45.81 vs. WCMJX (-68.28).
| 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 | 3.306 | 5.988 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585M | 1.58M | 37,072% |
| Annual Yield % from dividends | 1.86 | 0.00 | - |
| Returns for 1 year | 5.72 | -69.90 | -8% |
| Returns for 3 years | 18.03 | -66.76 | -27% |
| Returns for 5 years | 45.81 | -68.28 | -67% |
| Returns for 10 years | 107.10 | N/A | - |
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