Ad is loading...
PCVCX vs WCMFX
PCVCX vs WCMFX Comparison
Open Charts PCVCX vs WCMFX
Virtus NFJ Small-Cap Value C
Price$8.82
Change+$0.19 (+2.20%)
VolumeN/A
Net Assets247.4M
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
PCVCX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PCVCX vs. WCMFX commentary
May 09, 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 PCVCX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCVCX has more cash in the bank: 247M vs. WCMFX (60.6M). PCVCX pays higher dividends than WCMFX: PCVCX (0.71) vs WCMFX (0.00). PCVCX was incepted earlier than WCMFX: PCVCX (28 years) vs WCMFX (6 years). PCVCX (1.97) is less costly to investors than WCMFX (1.27). PCVCX is a more actively managed with annual turnover of: 60.00 vs. WCMFX (15.00). PCVCX has a lower initial minimum investment than WCMFX: PCVCX (2500) vs WCMFX (100000). PCVCX annual gain was more profitable for investors over the last year : -9.32 vs. WCMFX (-17.73). WCMFX return over 5 years is better than : 38.87 vs. PCVCX (-3.30).
| PCVCX | WCMFX | PCVCX / WCMFX | |
| Total Expense Ratio | 1.92 | 0.85 | 226% |
| Annual Report Gross Expense Ratio | 1.97 | 1.27 | 155% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -12.245 | -9.349 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247M | 60.6M | 408% |
| Annual Yield % from dividends | 0.71 | 0.00 | - |
| Returns for 1 year | -9.32 | -17.73 | 53% |
| Returns for 3 years | -24.20 | 5.64 | -429% |
| Returns for 5 years | -3.30 | 38.87 | -8% |
| Returns for 10 years | -62.64 | N/A | - |