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PVCMX vs WCMFX
PVCMX vs WCMFX Comparison
Open Charts PVCMX vs WCMFX
Palm Valley Capital Investor
Price$12.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets250.11M
WCM SMID Quality Val Fd Institutional
Price$10.40
Change+$0.06 (+0.58%)
VolumeN/A
Net Assets59.22M
PVCMX vs WCMFX Comparison Chart
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PVCMX vs. WCMFX commentary
Apr 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 250M vs. WCMFX (59.2M). PVCMX pays higher dividends than WCMFX: PVCMX (3.66) 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 : -0.83 vs. WCMFX (-18.07). WCMFX return over 5 years is better than : 44.41 vs. PVCMX (22.64).
| 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 | -0.984 | -13.689 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250M | 59.2M | 422% |
| Annual Yield % from dividends | 3.66 | 0.00 | - |
| Returns for 1 year | -0.83 | -18.07 | 5% |
| Returns for 3 years | 5.94 | -2.91 | -204% |
| Returns for 5 years | 22.64 | 44.41 | 51% |
| Returns for 10 years | N/A | N/A | - |