Ad is loading...
PVCMX vs WCMFX
PVCMX vs WCMFX Comparison
Open Charts PVCMX vs WCMFX
Palm Valley Capital Investor
Price$12.23
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets248.23M
WCM SMID Quality Val Fd Institutional
Price$11.18
Change-$0.20 (-1.76%)
VolumeN/A
Net Assets62.52M
PVCMX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PVCMX vs. WCMFX commentary
Mar 11, 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: 248M vs. WCMFX (62.5M). PVCMX pays higher dividends than WCMFX: PVCMX (3.68) vs WCMFX (0.00). PVCMX was incepted earlier than WCMFX: PVCMX (6 years) vs WCMFX (5 years). PVCMX (1.47) is less costly to investors than WCMFX (1.27). 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). PVCMX annual gain was more profitable for investors over the last year : 1.05 vs. WCMFX (-14.18). PVCMX return over 5 years is better than : 31.48 vs. WCMFX (26.73).
| 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 | 5 years | - |
| Gain YTD | 0.410 | -5.008 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 62.5M | 397% |
| Annual Yield % from dividends | 3.68 | 0.00 | - |
| Returns for 1 year | 1.05 | -14.18 | -7% |
| Returns for 3 years | 8.32 | 7.97 | 104% |
| Returns for 5 years | 31.48 | 26.73 | 118% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BCREX | 15.15 | 0.10 | +0.66% |
| BlackRock Real Estate Securities Inv C | |||
| RSLDX | 65.89 | 0.31 | +0.47% |
| American Funds SMALLCAP World R5E | |||
| CPCLX | 15.44 | 0.05 | +0.32% |
| Calamos Phineus Long/Short C | |||
| LDMOX | 13.91 | 0.03 | +0.22% |
| Lazard Developing Markets Equity Open | |||
| FUMIX | 16.62 | 0.03 | +0.18% |
| Fidelity SAI US Momentum Index | |||