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LVAQX vs WCMJX
LVAQX vs WCMJX Comparison
Open Charts LVAQX vs WCMJX
LSV Small Cap Value Investor
Price$19.05
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets560.53M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
LVAQX vs WCMJX Comparison Chart in %
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LVAQX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
LVAQX has more cash in the bank: 561M vs. WCMJX (21.8M). LVAQX pays higher dividends than WCMJX: LVAQX (1.27) 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 : -2.53 vs. WCMJX (-21.05). LVAQX return over 5 years is better than : 85.34 vs. WCMJX (21.44).
| 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 | 2.585 | -5.772 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -21.05 | 12% |
| Returns for 3 years | 29.06 | 15.26 | 190% |
| Returns for 5 years | 85.34 | 21.44 | 398% |
| Returns for 10 years | 69.14 | N/A | - |
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