PVCMX
Price
$12.65
Change
-$0.02 (-0.16%)
Updated
Apr 22, 6:59 PM EST
WCMFX
Price
$12.63
Change
+$0.06 (+0.48%)
Updated
Apr 22, 6:59 PM EST
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Analysis and predictions PVCMX vs WCMFX

Header iconPVCMX vs WCMFX Comparison
Open Charts PVCMX vs WCMFXBanner chart's image
Palm Valley Capital Investor
Price$12.65
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.63
Change+$0.06 (+0.48%)
VolumeN/A
CapitalizationN/A
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PVCMX vs WCMFX Comparison Chart

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VS
PVCMX vs. WCMFX commentary
Apr 23, 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 Hold.

FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 270M vs. WCMFX (67.7M). PVCMX pays higher dividends than WCMFX: PVCMX (2.78) vs WCMFX (0.00). PVCMX was incepted earlier than WCMFX: PVCMX (5 years) vs WCMFX (4 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 : 15.77 vs. PVCMX (5.30).
PVCMXWCMFXPVCMX / WCMFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence5 years4 years-
Gain YTD1.1193.27134%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets270M67.7M399%
Annual Yield % from dividends2.780.00-
Returns for 1 year5.3015.7734%
Returns for 3 years7.143.78189%
Returns for 5 yearsN/AN/A-
Returns for 10 yearsN/AN/A-
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