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PVCMX vs WCMFX
PVCMX vs WCMFX Comparison
Open Charts PVCMX vs WCMFX
Palm Valley Capital Investor
Price$13.01
Change-$0.07 (-0.54%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
PVCMX vs WCMFX Comparison Chart
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PVCMX vs. WCMFX commentary
Dec 19, 2024
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: 260M vs. WCMFX (69M). 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). WCMFX annual gain was more profitable for investors over the last year : 3.56 vs. PVCMX (2.81). PVCMX return over 5 years is better than : 33.91 vs. WCMFX (19.14).
| 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 | 4.556 | 2.289 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 69M | 377% |
| Annual Yield % from dividends | 2.78 | 0.00 | - |
| Returns for 1 year | 2.81 | 3.56 | 79% |
| Returns for 3 years | 11.91 | 11.50 | 104% |
| Returns for 5 years | 33.91 | 19.14 | 177% |
| Returns for 10 years | N/A | N/A | - |
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