WCMJX vs. AVALX

Last updated Apr 2, 2026

Compare and contrast key facts about WCM Focused Small Cap Fund (WCMJX) and Aegis Value Fund (AVALX).

WCMJX is managed by WCM Investment Management. It was launched on Oct 30, 2019. AVALX is managed by Aegis. It was launched on May 15, 1998.

Performance

WCMJX vs. AVALX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WCM Focused Small Cap Fund (WCMJX) and Aegis Value Fund (AVALX). The values are adjusted to include any dividend payments, if applicable.

WCMJX vs. AVALX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
WCMJX WCM Focused Small Cap Fund	6.28%	-71.65%	33.22%	23.83%	-13.93%	18.91%	-0.76%	5.20%
AVALX Aegis Value Fund	16.31%	67.06%	8.29%	13.11%	10.50%	37.67%	18.89%	16.53%

Returns By Period

WCMJX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AVALX

• 1D: 2.45%
• 1M: -3.79%
• YTD: 16.31%
• 6M: 27.20%
• 1Y: 72.73%
• 3Y*: 29.90%
• 5Y*: 25.51%
• 10Y*: 21.84%

*Multi-year figures are annualized to reflect compound growth (CAGR)

WCMJX vs. AVALX - Expense Ratio Comparison

WCMJX has a 1.25% expense ratio, which is lower than AVALX's 1.50% expense ratio.

AVALX

Aegis Value Fund

WCMJX

WCM Focused Small Cap Fund

Return for Risk

WCMJX vs. AVALX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVALX

AVALX Risk / Return Rank: 98
AVALX Sharpe Ratio Rank: 99
AVALX Sortino Ratio Rank: 97
AVALX Omega Ratio Rank: 97
AVALX Calmar Ratio Rank: 98
AVALX Martin Ratio Rank: 99

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WCMJX vs. AVALX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WCM Focused Small Cap Fund (WCMJX) and Aegis Value Fund (AVALX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	WCMJX	AVALX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.51	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	1.13	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.98	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.53	—

Correlation

The correlation between WCMJX and AVALX is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

WCMJX vs. AVALX - Dividend Comparison

WCMJX's dividend yield for the trailing twelve months is around 3.80%, more than AVALX's 2.01% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
WCMJX WCM Focused Small Cap Fund	3.80%	0.00%	33.08%	0.81%	1.85%	6.50%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
AVALX Aegis Value Fund	2.01%	2.34%	7.07%	2.23%	0.16%	0.00%	6.62%	2.36%	6.18%	0.00%	1.45%	0.04%

Drawdowns

Drawdown Indicators

	WCMJX	AVALX	Difference
Max Drawdown Largest peak-to-trough decline	—	-73.72%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-13.02%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-32.00%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-48.34%	—
Current Drawdown Current decline from peak	—	-3.79%	—
Average Drawdown Average peak-to-trough decline	—	-11.01%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.68%	—

Volatility

Volatility by Period

	WCMJX	AVALX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.77%	—
Volatility (6M) Calculated over the trailing 6-month period	—	14.37%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	21.22%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	22.62%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	22.33%	—