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PFSVX vs WCMJX
PFSVX vs WCMJX Comparison
Open Charts PFSVX vs WCMJX
iMGP Small Company Fund Instl Cl
Price$14.29
Change-$0.12 (-0.83%)
VolumeN/A
Net Assets51.66M
WCM SMID Quality Val Fd Investor
Price$11.50
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets61.7M
PFSVX vs WCMJX Comparison Chart in %
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PFSVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 61.7M vs. PFSVX (51.7M). PFSVX pays higher dividends than WCMJX: PFSVX (0.26) vs WCMJX (0.00). PFSVX was incepted earlier than WCMJX: PFSVX (5 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than PFSVX (1.30). PFSVX is a more actively managed with annual turnover of: 148.82 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than PFSVX: WCMJX (1000) vs PFSVX (10000). PFSVX annual gain was more profitable for investors over the last year : -10.89 vs. WCMJX (-15.01). PFSVX return over 5 years is better than : 38.79 vs. WCMJX (26.09).
| PFSVX | WCMJX | PFSVX / WCMJX | |
| Total Expense Ratio | 1.17 | 1.15 | 102% |
| Annual Report Gross Expense Ratio | 1.30 | 1.70 | 76% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | -1.369 | -1.952 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7M | 61.7M | 84% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | -10.89 | -15.01 | 73% |
| Returns for 3 years | 7.82 | 3.96 | 197% |
| Returns for 5 years | 38.79 | 26.09 | 149% |
| Returns for 10 years | N/A | N/A | - |
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