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PVCMX vs WCMFX
PVCMX vs WCMFX Comparison
Open Charts PVCMX vs WCMFX
Palm Valley Capital Investor
Price$12.36
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets257.51M
WCM SMID Quality Val Fd Institutional
Price$11.15
Change-$0.19 (-1.68%)
VolumeN/A
Net Assets60.8M
PVCMX vs WCMFX Comparison Chart
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PVCMX vs. WCMFX commentary
Jun 14, 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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 258M vs. WCMFX (60.8M). PVCMX pays higher dividends than WCMFX: PVCMX (3.66) vs WCMFX (0.00). PVCMX was incepted earlier than WCMFX: PVCMX (6 years) vs WCMFX (6 years). PVCMX (1.51) and WCMFX (1.45) have similar cost to investors . 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 : 1.48 vs. WCMFX (-14.93). WCMFX return over 5 years is better than : 37.45 vs. PVCMX (18.55).
| PVCMX | WCMFX | PVCMX / WCMFX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.51 | 1.45 | 104% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 1.805 | -5.342 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 60.8M | 424% |
| Annual Yield % from dividends | 3.66 | 0.00 | - |
| Returns for 1 year | 1.48 | -14.93 | -10% |
| Returns for 3 years | 10.65 | 14.78 | 72% |
| Returns for 5 years | 18.55 | 37.45 | 50% |
| Returns for 10 years | N/A | N/A | - |
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