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MAVKX vs WCMJX
MAVKX vs WCMJX Comparison
Open Charts MAVKX vs WCMJX
MoA Small Cap Value Fund
Price$14.42
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets365.77M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
MAVKX vs WCMJX Comparison Chart in %
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MAVKX 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 MAVKX is a Buy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
MAVKX has more cash in the bank: 366M vs. WCMJX (21.8M). MAVKX pays higher dividends than WCMJX: MAVKX (1.15) vs WCMJX (0.00). MAVKX was incepted earlier than WCMJX: MAVKX (20 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than MAVKX (0.82). MAVKX is a more actively managed with annual turnover of: 47.84 vs. WCMJX (15.00). MAVKX (1000) and WCMJX (1000) have matching initial minimum investment requirements. MAVKX annual gain was more profitable for investors over the last year : -4.67 vs. WCMJX (-21.05). MAVKX return over 5 years is better than : 36.80 vs. WCMJX (21.44).
| MAVKX | WCMJX | MAVKX / WCMJX | |
| Total Expense Ratio | 0.82 | 1.15 | 71% |
| Annual Report Gross Expense Ratio | 0.82 | 1.70 | 48% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 0.401 | -5.772 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -21.05 | 22% |
| Returns for 3 years | 5.18 | 15.26 | 34% |
| Returns for 5 years | 36.80 | 21.44 | 172% |
| Returns for 10 years | 11.70 | N/A | - |
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