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LVAQX vs WCMJX
LVAQX vs WCMJX Comparison
Open Charts LVAQX vs WCMJX
LSV Small Cap Value Investor
Price$19.19
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
LVAQX vs WCMJX Comparison Chart in %
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LVAQX 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 LVAQX is a StrongBuy and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
LVAQX has more cash in the bank: 569M vs. WCMJX (7.41M). LVAQX pays higher dividends than WCMJX: LVAQX (1.30) vs WCMJX (0.00). LVAQX was incepted earlier than WCMJX: LVAQX (11 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than LVAQX (1.08). LVAQX is a more actively managed with annual turnover of: 25.00 vs. WCMJX (15.00). LVAQX (1000) and WCMJX (1000) have matching initial minimum investment requirements. LVAQX annual gain was more profitable for investors over the last year : -4.65 vs. WCMJX (-25.22). LVAQX return over 5 years is better than : 72.64 vs. WCMJX (13.30).
| LVAQX | WCMJX | LVAQX / WCMJX | |
| Total Expense Ratio | 1.08 | 1.15 | 94% |
| Annual Report Gross Expense Ratio | 1.08 | 1.70 | 64% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 3.339 | -8.149 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -4.65 | -25.22 | 18% |
| Returns for 3 years | 20.20 | 4.14 | 488% |
| Returns for 5 years | 72.64 | 13.30 | 546% |
| Returns for 10 years | 71.85 | N/A | - |
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