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PVCMX vs WCMFX
PVCMX vs WCMFX Comparison
Open Charts PVCMX vs WCMFX
Palm Valley Capital Investor
Price$12.47
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets231.77M
WCM SMID Quality Val Fd Institutional
Price$11.80
Change-$0.08 (-0.67%)
VolumeN/A
Net Assets62.17M
PVCMX vs WCMFX Comparison Chart in %
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PVCMX vs. WCMFX commentary
Jul 29, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 232M vs. WCMFX (62.2M). PVCMX pays higher dividends than WCMFX: PVCMX (3.63) 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 : 0.55 vs. WCMFX (-14.96). WCMFX return over 5 years is better than : 34.09 vs. PVCMX (17.64).
| 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 | 2.379 | -0.835 | -285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 62.2M | 373% |
| Annual Yield % from dividends | 3.63 | 0.00 | - |
| Returns for 1 year | 0.55 | -14.96 | -4% |
| Returns for 3 years | 10.81 | 10.92 | 99% |
| Returns for 5 years | 17.64 | 34.09 | 52% |
| Returns for 10 years | N/A | N/A | - |
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