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LVAQX vs WCMFX
LVAQX vs WCMFX Comparison
Open Charts LVAQX vs WCMFX
LSV Small Cap Value Investor
Price$19.19
Change-$0.17 (-0.88%)
VolumeN/A
Net Assets569.47M
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
LVAQX vs WCMFX Comparison Chart in %
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LVAQX vs. WCMFX 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 LVAQX is a StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
LVAQX has more cash in the bank: 569M vs. WCMFX (7.41M). LVAQX pays higher dividends than WCMFX: LVAQX (1.30) 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 : -4.33 vs. WCMFX (-24.81). LVAQX return over 5 years is better than : 74.17 vs. WCMFX (15.14).
| 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 | 4.254 | -7.930 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 569M | 7.41M | 7,684% |
| Annual Yield % from dividends | 1.30 | 0.00 | - |
| Returns for 1 year | -4.33 | -24.81 | 17% |
| Returns for 3 years | 20.04 | 5.15 | 389% |
| Returns for 5 years | 74.17 | 15.14 | 490% |
| Returns for 10 years | 74.74 | N/A | - |
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