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PVCMX vs WCMJX
PVCMX vs WCMJX Comparison
Open Charts PVCMX vs WCMJX
Palm Valley Capital Investor
Price$12.18
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets258.37M
WCM SMID Quality Val Fd Investor
Price$10.88
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets61.52M
PVCMX vs WCMJX Comparison Chart
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PVCMX vs. WCMJX commentary
May 12, 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 Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 258M vs. WCMJX (61.5M). PVCMX pays higher dividends than WCMJX: PVCMX (3.70) vs WCMJX (0.00). PVCMX was incepted earlier than WCMJX: PVCMX (6 years) vs WCMJX (6 years). WCMJX (1.52) and PVCMX (1.47) have similar cost to investors . 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 : -0.63 vs. WCMJX (-16.82). WCMJX return over 5 years is better than : 39.31 vs. PVCMX (20.11).
| PVCMX | WCMJX | PVCMX / WCMJX | |
| Total Expense Ratio | 1.26 | 1.10 | 115% |
| Annual Report Gross Expense Ratio | 1.47 | 1.52 | 97% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -0.082 | -7.640 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 61.5M | 420% |
| Annual Yield % from dividends | 3.70 | 0.00 | - |
| Returns for 1 year | -0.63 | -16.82 | 4% |
| Returns for 3 years | 8.51 | 9.79 | 87% |
| Returns for 5 years | 20.11 | 39.31 | 51% |
| Returns for 10 years | N/A | N/A | - |
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