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LVAQX vs WCMFX
LVAQX vs WCMFX Comparison
Open Charts LVAQX vs WCMFX
LSV Small Cap Value Investor
Price$19.05
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets560.53M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
LVAQX vs WCMFX Comparison Chart in %
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LVAQX vs. WCMFX commentary
Oct 19, 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 LVAQX is a StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
LVAQX has more cash in the bank: 561M vs. WCMFX (21.8M). LVAQX pays higher dividends than WCMFX: LVAQX (1.27) vs WCMFX (0.00). LVAQX was incepted earlier than WCMFX: LVAQX (11 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than LVAQX (1.08). LVAQX is a more actively managed with annual turnover of: 25.00 vs. WCMFX (15.00). LVAQX has a lower initial minimum investment than WCMFX: LVAQX (1000) vs WCMFX (100000). LVAQX annual gain was more profitable for investors over the last year : -2.53 vs. WCMFX (-20.62). LVAQX return over 5 years is better than : 85.34 vs. WCMFX (23.45).
| LVAQX | WCMFX | LVAQX / WCMFX | |
| Total Expense Ratio | 1.08 | 0.90 | 120% |
| Annual Report Gross Expense Ratio | 1.08 | 1.45 | 74% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 2.585 | -5.509 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 561M | 21.8M | 2,573% |
| Annual Yield % from dividends | 1.27 | 0.00 | - |
| Returns for 1 year | -2.53 | -20.62 | 12% |
| Returns for 3 years | 29.06 | 16.46 | 177% |
| Returns for 5 years | 85.34 | 23.45 | 364% |
| Returns for 10 years | 69.14 | N/A | - |
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