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LVAQX vs WCMFX
LVAQX vs WCMFX Comparison
Open Charts LVAQX vs WCMFX
LSV Small Cap Value Investor
Price$19.07
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets575.84M
WCM SMID Quality Val Fd Institutional
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.62M
LVAQX vs WCMFX Comparison Chart in %
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LVAQX vs. WCMFX commentary
Dec 28, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LVAQX has more cash in the bank: 576M vs. WCMFX (1.62M). LVAQX pays higher dividends than WCMFX: LVAQX (1.26) vs WCMFX (0.00). LVAQX was incepted earlier than WCMFX: LVAQX (12 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 : 1.46 vs. WCMFX (-70.35). LVAQX return over 5 years is better than : 55.20 vs. WCMFX (-65.36).
| LVAQX | WCMFX | LVAQX / WCMFX | |
| Total Expense Ratio | 1.08 | 0.90 | 120% |
| Annual Report Gross Expense Ratio | 1.08 | 1.45 | 74% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 2.693 | -69.783 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 576M | 1.62M | 35,644% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | 1.46 | -70.35 | -2% |
| Returns for 3 years | 22.76 | -63.51 | -36% |
| Returns for 5 years | 55.20 | -65.36 | -84% |
| Returns for 10 years | 73.91 | N/A | - |
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|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NFLP | 27.54 | 0.14 | +0.52% |
| Kurv Yield Premium Str Netflix ETF | |||
| FPAS | 25.27 | 0.06 | +0.25% |
| FPA Short Duration Government ETF | |||
| IBDV | 22.10 | 0.04 | +0.18% |
| iShares iBonds Dec 2030 Term Corp ETF | |||
| SOR | 47.13 | 0.06 | +0.14% |
| Source Capital | |||
| RFM | 13.95 | -0.06 | -0.43% |
| RiverNorth Flexible Municipal Income Fund | |||