PVCMX
Price
$12.60
Change
+$0.02 (+0.16%)
Updated
Sep 4 closing price
Net Assets
233.18M
WCMJX
Price
$11.62
Change
+$0.13 (+1.13%)
Updated
Sep 4 closing price
Net Assets
61.78M
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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$12.60
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets233.18M
WCM SMID Quality Val Fd Investor
Price$11.62
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets61.78M
PVCMX vs WCMJX Comparison Chart in %
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PVCMX vs. WCMJX commentary
Sep 08, 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 Buy.

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FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 233M vs. WCMJX (61.8M). PVCMX pays higher dividends than WCMJX: PVCMX (3.56) 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 : 0.97 vs. WCMJX (-12.55). WCMJX return over 5 years is better than : 32.62 vs. PVCMX (17.12).
PVCMXWCMJXPVCMX / WCMJX
Total Expense Ratio1.261.15110%
Annual Report Gross Expense Ratio1.511.7089%
Fund Existence6 years6 years-
Gain YTD3.363-0.594-566%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets233M61.8M377%
Annual Yield % from dividends3.560.00-
Returns for 1 year0.97-12.55-8%
Returns for 3 years13.7619.4971%
Returns for 5 years17.1232.6253%
Returns for 10 yearsN/AN/A-
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