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PFSVX vs WCMFX
PFSVX vs WCMFX Comparison
Open Charts PFSVX vs WCMFX
iMGP Small Company Fund Instl Cl
Price$14.36
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets58.89M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
PFSVX vs WCMFX Comparison Chart in %
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PFSVX vs. WCMFX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
PFSVX has more cash in the bank: 58.9M vs. WCMFX (21.8M). 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 : -14.88 vs. WCMFX (-20.62). PFSVX return over 5 years is better than : 36.23 vs. WCMFX (23.45).
| 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 | -1.711 | -5.509 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.9M | 21.8M | 270% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | -14.88 | -20.62 | 72% |
| Returns for 3 years | 19.20 | 16.46 | 117% |
| Returns for 5 years | 36.23 | 23.45 | 155% |
| Returns for 10 years | N/A | N/A | - |
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