PVCMX
Price
$12.23
Change
-$0.01 (-0.08%)
Updated
Mar 10 closing price
Net Assets
248.23M
WCMFX
Price
$11.18
Change
-$0.20 (-1.76%)
Updated
Mar 10 closing price
Net Assets
62.52M
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PVCMX vs WCMFX

Header iconPVCMX vs WCMFX Comparison
Open Charts PVCMX vs WCMFXBanner chart's image
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
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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.

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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).
PVCMXWCMFXPVCMX / WCMFX
Total Expense Ratio1.260.85148%
Annual Report Gross Expense Ratio1.471.27116%
Fund Existence6 years5 years-
Gain YTD0.410-5.008-8%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets248M62.5M397%
Annual Yield % from dividends3.680.00-
Returns for 1 year1.05-14.18-7%
Returns for 3 years8.327.97104%
Returns for 5 years31.4826.73118%
Returns for 10 yearsN/AN/A-
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