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PVCMX vs WCMFX
PVCMX vs WCMFX Comparison
Open Charts PVCMX vs WCMFX
Palm Valley Capital Investor
Price$12.18
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets258.37M
WCM SMID Quality Val Fd Institutional
Price$11.08
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.52M
PVCMX vs WCMFX Comparison Chart
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PVCMX vs. WCMFX commentary
May 12, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 258M vs. WCMFX (61.5M). PVCMX pays higher dividends than WCMFX: PVCMX (3.70) vs WCMFX (0.00). PVCMX was incepted earlier than WCMFX: PVCMX (6 years) vs WCMFX (6 years). PVCMX (1.47) is less costly to investors than WCMFX (1.27). PVCMX is a more actively managed with annual turnover of: 64.00 vs. WCMFX (15.00). 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 : -0.63 vs. WCMFX (-16.44). WCMFX return over 5 years is better than : 41.69 vs. PVCMX (20.11).
| PVCMX | WCMFX | PVCMX / WCMFX | |
| Total Expense Ratio | 1.26 | 0.85 | 148% |
| Annual Report Gross Expense Ratio | 1.47 | 1.27 | 116% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -0.082 | -7.513 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 61.5M | 420% |
| Annual Yield % from dividends | 3.70 | 0.00 | - |
| Returns for 1 year | -0.63 | -16.44 | 4% |
| Returns for 3 years | 8.51 | 10.91 | 78% |
| Returns for 5 years | 20.11 | 41.69 | 48% |
| Returns for 10 years | N/A | N/A | - |
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