Ad is loading...
PVCMX vs WCMFX
PVCMX vs WCMFX Comparison
Open Charts PVCMX vs WCMFX
Palm Valley Capital Investor
Price$12.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets250.98M
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
PVCMX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PVCMX vs. WCMFX commentary
Feb 23, 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 PVCMX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 251M vs. WCMFX (66.5M). PVCMX pays higher dividends than WCMFX: PVCMX (2.78) vs WCMFX (0.00). PVCMX was incepted earlier than WCMFX: PVCMX (6 years) vs WCMFX (5 years). PVCMX is a more actively managed with annual turnover of: 55.00 vs. WCMFX (22.00). PVCMX has a lower initial minimum investment than WCMFX: PVCMX (2500) vs WCMFX (100000). PVCMX annual gain was more profitable for investors over the last year : 2.28 vs. WCMFX (-6.03). PVCMX return over 5 years is better than : 31.23 vs. WCMFX (11.06).
| PVCMX | WCMFX | PVCMX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 0.820 | -1.085 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 66.5M | 377% |
| Annual Yield % from dividends | 2.78 | 0.00 | - |
| Returns for 1 year | 2.28 | -6.03 | -38% |
| Returns for 3 years | 9.58 | 9.72 | 99% |
| Returns for 5 years | 31.23 | 11.06 | 282% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...