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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-$0.12 (-0.83%)
VolumeN/A
Net Assets51.66M
WCM SMID Quality Val Fd Institutional
Price$11.71
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets61.41M
PFSVX vs WCMFX Comparison Chart in %
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PFSVX vs. WCMFX commentary
Aug 17, 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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 61.4M vs. PFSVX (51.7M). PFSVX pays higher dividends than WCMFX: PFSVX (0.26) 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 : -10.89 vs. WCMFX (-15.02). PFSVX return over 5 years is better than : 38.79 vs. WCMFX (27.42).
| 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 | -1.369 | -2.254 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7M | 61.4M | 84% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | -10.89 | -15.02 | 73% |
| Returns for 3 years | 7.82 | 4.46 | 175% |
| Returns for 5 years | 38.79 | 27.42 | 141% |
| Returns for 10 years | N/A | N/A | - |
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