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PVCMX vs WCMFX
PVCMX vs WCMFX Comparison
Open Charts PVCMX vs WCMFX
Palm Valley Capital Investor
Price$12.98
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.16
Change-$0.17 (-1.19%)
VolumeN/A
CapitalizationN/A
PVCMX vs WCMFX Comparison Chart
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PVCMX vs. WCMFX commentary
Nov 18, 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: 262M vs. WCMFX (76.5M). 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 : 27.91 vs. PVCMX (3.68). WCMFX return over 5 years is better than : 38.01 vs. PVCMX (33.15).
| 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 | 3.757 | 15.781 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262M | 76.5M | 342% |
| Annual Yield % from dividends | 2.78 | 0.00 | - |
| Returns for 1 year | 3.68 | 27.91 | 13% |
| Returns for 3 years | 9.33 | 10.80 | 86% |
| Returns for 5 years | 33.15 | 38.01 | 87% |
| Returns for 10 years | N/A | N/A | - |
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