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PVCMX vs WCMJX
PVCMX vs WCMJX Comparison
Open Charts PVCMX vs WCMJX
Palm Valley Capital Investor
Price$12.98
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$13.96
Change-$0.16 (-1.13%)
VolumeN/A
CapitalizationN/A
PVCMX vs WCMJX Comparison Chart
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PVCMX vs. WCMJX commentary
Nov 18, 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: 262M vs. WCMJX (76.5M). 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). WCMJX annual gain was more profitable for investors over the last year : 27.61 vs. PVCMX (3.68). WCMJX return over 5 years is better than : 36.06 vs. PVCMX (33.15).
| 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 | 3.757 | 15.563 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262M | 76.5M | 342% |
| Annual Yield % from dividends | 2.78 | 0.00 | - |
| Returns for 1 year | 3.68 | 27.61 | 13% |
| Returns for 3 years | 9.33 | 9.92 | 94% |
| Returns for 5 years | 33.15 | 36.06 | 92% |
| Returns for 10 years | N/A | N/A | - |