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PVCMX vs WCMJX
PVCMX vs WCMJX Comparison
Open Charts PVCMX vs WCMJX
Palm Valley Capital Investor
Price$12.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets250.98M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
PVCMX vs WCMJX Comparison Chart
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PVCMX vs. WCMJX commentary
Feb 23, 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.
FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 251M vs. WCMJX (66.5M). 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). PVCMX annual gain was more profitable for investors over the last year : 2.28 vs. WCMJX (-6.43). PVCMX return over 5 years is better than : 31.23 vs. WCMJX (9.18).
| 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 | 0.820 | -1.104 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 66.5M | 377% |
| Annual Yield % from dividends | 2.78 | 0.00 | - |
| Returns for 1 year | 2.28 | -6.43 | -35% |
| Returns for 3 years | 9.58 | 8.68 | 110% |
| Returns for 5 years | 31.23 | 9.18 | 340% |
| Returns for 10 years | N/A | N/A | - |
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