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PSVIX vs WCMFX
PSVIX vs WCMFX Comparison
Open Charts PSVIX vs WCMFX
Virtus NFJ Small-Cap Value Inst
Price$16.41
Change-$0.20 (-1.20%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.02
Change-$0.14 (-0.99%)
VolumeN/A
CapitalizationN/A
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PSVIX vs WCMFX Comparison Chart
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PSVIX vs. WCMFX commentary
Sep 21, 2024
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 PSVIX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PSVIX has more cash in the bank: 335M vs. WCMFX (77.1M). PSVIX pays higher dividends than WCMFX: PSVIX (1.81) vs WCMFX (0.00). PSVIX was incepted earlier than WCMFX: PSVIX (33 years) vs WCMFX (5 years). PSVIX is a more actively managed with annual turnover of: 79.00 vs. WCMFX (22.00). WCMFX has a lower initial minimum investment than PSVIX: WCMFX (100000) vs PSVIX (1000000). WCMFX annual gain was more profitable for investors over the last year : 22.49 vs. PSVIX (12.27).
| PSVIX | WCMFX | PSVIX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 5 years | - |
| Gain YTD | 7.082 | 13.573 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 77.1M | 435% |
| Annual Yield % from dividends | 1.81 | 0.00 | - |
| Returns for 1 year | 12.27 | 22.49 | 55% |
| Returns for 3 years | -7.57 | 20.36 | -37% |
| Returns for 5 years | 0.03 | N/A | - |
| Returns for 10 years | -51.50 | N/A | - |
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