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PVCMX vs WCMFX
PVCMX vs WCMFX Comparison
Open Charts PVCMX vs WCMFX
Palm Valley Capital Investor
Price$12.63
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets232.39M
WCM SMID Quality Val Fd Institutional
Price$11.67
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets60.68M
PVCMX vs WCMFX Comparison Chart in %
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PVCMX vs. WCMFX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 232M vs. WCMFX (60.7M). PVCMX pays higher dividends than WCMFX: PVCMX (3.56) 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 : 0.82 vs. WCMFX (-15.60). WCMFX return over 5 years is better than : 37.31 vs. PVCMX (17.18).
| 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 | 3.774 | -2.003 | -188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 60.7M | 382% |
| Annual Yield % from dividends | 3.56 | 0.00 | - |
| Returns for 1 year | 0.82 | -15.60 | -5% |
| Returns for 3 years | 14.12 | 18.83 | 75% |
| Returns for 5 years | 17.18 | 37.31 | 46% |
| Returns for 10 years | N/A | N/A | - |
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