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PFSVX vs WCMFX
PFSVX vs WCMFX Comparison
Open Charts PFSVX vs WCMFX
iMGP Small Company Fund Instl Cl
Price$14.29
Change-$0.16 (-1.11%)
VolumeN/A
Net AssetsN/A
WCM SMID Quality Val Fd Institutional
Price$11.37
Change-$0.19 (-1.64%)
VolumeN/A
Net Assets59.32M
PFSVX vs WCMFX Comparison Chart in %
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PFSVX vs. WCMFX commentary
Sep 27, 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 PFSVX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
PFSVX pays higher dividends than WCMFX: PFSVX (0.25) vs WCMFX (0.00). PFSVX was incepted earlier than WCMFX: PFSVX (5 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than PFSVX (1.30). PFSVX is a more actively managed with annual turnover of: 148.82 vs. WCMFX (15.00). PFSVX has a lower initial minimum investment than WCMFX: PFSVX (10000) vs WCMFX (100000). PFSVX annual gain was more profitable for investors over the last year : -10.54 vs. WCMFX (-17.25). PFSVX return over 5 years is better than : 50.99 vs. WCMFX (39.11).
| PFSVX | WCMFX | PFSVX / WCMFX | |
| Total Expense Ratio | 1.17 | 0.90 | 130% |
| Annual Report Gross Expense Ratio | 1.30 | 1.45 | 90% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | -1.095 | -3.506 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 59.3M | - |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | -10.54 | -17.25 | 61% |
| Returns for 3 years | 28.73 | 23.37 | 123% |
| Returns for 5 years | 50.99 | 39.11 | 130% |
| Returns for 10 years | N/A | N/A | - |
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