PVCMX
Price
$12.64
Change
+$0.03 (+0.24%)
Updated
Oct 8 closing price
Net Assets
229.65M
WCMJX
Price
$11.28
Change
+$0.10 (+0.89%)
Updated
Oct 8 closing price
Net Assets
22.01M
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PVCMX vs WCMJX

Header iconPVCMX vs WCMJX Comparison
Open Charts PVCMX vs WCMJXBanner chart's image
Palm Valley Capital Investor
Price$12.64
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets229.65M
WCM SMID Quality Val Fd Investor
Price$11.28
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets22.01M
PVCMX vs WCMJX Comparison Chart in %
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PVCMX vs. WCMJX commentary
Oct 09, 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 WCMJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 230M vs. WCMJX (22M). PVCMX pays higher dividends than WCMJX: PVCMX (3.55) vs WCMJX (0.00). PVCMX was incepted earlier than WCMJX: PVCMX (6 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than PVCMX (1.51). PVCMX is a more actively managed with annual turnover of: 64.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than PVCMX: WCMJX (1000) vs PVCMX (2500). PVCMX annual gain was more profitable for investors over the last year : 0.58 vs. WCMJX (-18.93). WCMJX return over 5 years is better than : 23.13 vs. PVCMX (16.81).
PVCMXWCMJXPVCMX / WCMJX
Total Expense Ratio1.261.15110%
Annual Report Gross Expense Ratio1.511.7089%
Fund Existence6 years6 years-
Gain YTD3.445-5.093-68%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets230M22M1,045%
Annual Yield % from dividends3.550.00-
Returns for 1 year0.58-18.93-3%
Returns for 3 years13.4718.9471%
Returns for 5 years16.8123.1373%
Returns for 10 yearsN/AN/A-
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