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LVAQX vs WCMJX
LVAQX vs WCMJX Comparison
Open Charts LVAQX vs WCMJX
LSV Small Cap Value Investor
Price$19.07
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets575.84M
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.62M
LVAQX vs WCMJX Comparison Chart in %
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LVAQX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LVAQX has more cash in the bank: 576M vs. WCMJX (1.62M). LVAQX pays higher dividends than WCMJX: LVAQX (1.26) vs WCMJX (0.00). LVAQX was incepted earlier than WCMJX: LVAQX (12 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 : 1.46 vs. WCMJX (-71.61). LVAQX return over 5 years is better than : 55.20 vs. WCMJX (-67.27).
| LVAQX | WCMJX | LVAQX / WCMJX | |
| Total Expense Ratio | 1.08 | 1.15 | 94% |
| Annual Report Gross Expense Ratio | 1.08 | 1.70 | 64% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 2.693 | -71.053 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -71.61 | -2% |
| Returns for 3 years | 22.76 | -65.27 | -35% |
| Returns for 5 years | 55.20 | -67.27 | -82% |
| Returns for 10 years | 73.91 | N/A | - |
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| RiverNorth Flexible Municipal Income Fund | |||