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PVCMX vs WCMJX
PVCMX vs WCMJX Comparison
Open Charts PVCMX vs WCMJX
Palm Valley Capital Investor
Price$13.01
Change-$0.07 (-0.54%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.90
Change-$0.40 (-3.25%)
VolumeN/A
CapitalizationN/A
PVCMX vs WCMJX Comparison Chart
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PVCMX vs. WCMJX commentary
Dec 19, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 260M vs. WCMJX (69M). PVCMX pays higher dividends than WCMJX: PVCMX (2.78) vs WCMJX (0.00). PVCMX was incepted earlier than WCMJX: PVCMX (6 years) vs WCMJX (5 years). PVCMX is a more actively managed with annual turnover of: 55.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than PVCMX: WCMJX (1000) vs PVCMX (2500). WCMJX annual gain was more profitable for investors over the last year : 3.02 vs. PVCMX (2.81). PVCMX return over 5 years is better than : 33.91 vs. WCMJX (17.14).
| PVCMX | WCMJX | PVCMX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 4.556 | 1.821 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 69M | 377% |
| Annual Yield % from dividends | 2.78 | 0.00 | - |
| Returns for 1 year | 2.81 | 3.02 | 93% |
| Returns for 3 years | 11.91 | 10.41 | 114% |
| Returns for 5 years | 33.91 | 17.14 | 198% |
| Returns for 10 years | N/A | N/A | - |
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