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MAVKX vs WCMFX
MAVKX vs WCMFX Comparison
Open Charts MAVKX vs WCMFX
MoA Small Cap Value Fund
Price$14.42
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets365.77M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
MAVKX vs WCMFX Comparison Chart in %
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MAVKX vs. WCMFX 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 MAVKX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
MAVKX has more cash in the bank: 366M vs. WCMFX (21.8M). MAVKX pays higher dividends than WCMFX: MAVKX (1.15) vs WCMFX (0.00). MAVKX was incepted earlier than WCMFX: MAVKX (20 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than MAVKX (0.82). MAVKX is a more actively managed with annual turnover of: 47.84 vs. WCMFX (15.00). MAVKX has a lower initial minimum investment than WCMFX: MAVKX (1000) vs WCMFX (100000). MAVKX annual gain was more profitable for investors over the last year : -4.67 vs. WCMFX (-20.62). MAVKX return over 5 years is better than : 36.80 vs. WCMFX (23.45).
| MAVKX | WCMFX | MAVKX / WCMFX | |
| Total Expense Ratio | 0.82 | 0.90 | 91% |
| Annual Report Gross Expense Ratio | 0.82 | 1.45 | 57% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 0.401 | -5.509 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 366M | 21.8M | 1,679% |
| Annual Yield % from dividends | 1.15 | 0.00 | - |
| Returns for 1 year | -4.67 | -20.62 | 23% |
| Returns for 3 years | 5.18 | 16.46 | 31% |
| Returns for 5 years | 36.80 | 23.45 | 157% |
| Returns for 10 years | 11.70 | N/A | - |
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