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PCVCX vs WCMJX
PCVCX vs WCMJX Comparison
Open Charts PCVCX vs WCMJX
Virtus NFJ Small-Cap Value C
Price$8.82
Change+$0.19 (+2.20%)
VolumeN/A
Net Assets247.4M
WCM SMID Quality Val Fd Investor
Price$10.90
Change+$0.19 (+1.77%)
VolumeN/A
Net Assets60.55M
PCVCX vs WCMJX Comparison Chart
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PCVCX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCVCX has more cash in the bank: 247M vs. WCMJX (60.6M). PCVCX pays higher dividends than WCMJX: PCVCX (0.71) vs WCMJX (0.00). PCVCX was incepted earlier than WCMJX: PCVCX (28 years) vs WCMJX (6 years). PCVCX (1.97) is less costly to investors than WCMJX (1.52). PCVCX is a more actively managed with annual turnover of: 60.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than PCVCX: WCMJX (1000) vs PCVCX (2500). PCVCX annual gain was more profitable for investors over the last year : -9.32 vs. WCMJX (-18.11). WCMJX return over 5 years is better than : 36.62 vs. PCVCX (-3.30).
| PCVCX | WCMJX | PCVCX / WCMJX | |
| Total Expense Ratio | 1.92 | 1.10 | 175% |
| Annual Report Gross Expense Ratio | 1.97 | 1.52 | 130% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | -12.245 | -9.423 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -18.11 | 51% |
| Returns for 3 years | -24.20 | 4.61 | -525% |
| Returns for 5 years | -3.30 | 36.62 | -9% |
| Returns for 10 years | -62.64 | N/A | - |