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PVCMX vs WCMFX
PVCMX vs WCMFX Comparison
Open Charts PVCMX vs WCMFX
Palm Valley Capital Investor
Price$12.60
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets233.18M
WCM SMID Quality Val Fd Institutional
Price$11.83
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets61.78M
PVCMX vs WCMFX Comparison Chart in %
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PVCMX vs. WCMFX commentary
Sep 08, 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: 233M vs. WCMFX (61.8M). PVCMX pays higher dividends than WCMFX: PVCMX (3.56) 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 : 0.97 vs. WCMFX (-12.15). WCMFX return over 5 years is better than : 34.80 vs. PVCMX (17.12).
| 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 | 3.363 | -0.417 | -806% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 61.8M | 377% |
| Annual Yield % from dividends | 3.56 | 0.00 | - |
| Returns for 1 year | 0.97 | -12.15 | -8% |
| Returns for 3 years | 13.76 | 20.63 | 67% |
| Returns for 5 years | 17.12 | 34.80 | 49% |
| Returns for 10 years | N/A | N/A | - |
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