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PVCMX vs WCMFX
PVCMX vs WCMFX Comparison
Open Charts PVCMX vs WCMFX
Palm Valley Capital Investor
Price$12.56
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets222.05M
WCM SMID Quality Val Fd Institutional
Price$3.55
Change-$0.01 (-0.28%)
VolumeN/A
Net Assets2.62M
PVCMX vs WCMFX Comparison Chart in %
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PVCMX vs. WCMFX commentary
Nov 30, 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 Buy.
FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 222M vs. WCMFX (2.62M). PVCMX pays higher dividends than WCMFX: PVCMX (3.58) vs WCMFX (0.00). PVCMX was incepted earlier than WCMFX: PVCMX (7 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 : -0.43 vs. WCMFX (-76.01). PVCMX return over 5 years is better than : 12.45 vs. WCMFX (-64.43).
| PVCMX | WCMFX | PVCMX / WCMFX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.51 | 1.45 | 104% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 3.035 | -70.367 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 2.62M | 8,473% |
| Annual Yield % from dividends | 3.58 | 0.00 | - |
| Returns for 1 year | -0.43 | -76.01 | 1% |
| Returns for 3 years | 10.51 | -65.57 | -16% |
| Returns for 5 years | 12.45 | -64.43 | -19% |
| Returns for 10 years | N/A | N/A | - |
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