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PVCMX vs WCMJX
PVCMX vs WCMJX Comparison
Open Charts PVCMX vs WCMJX
Palm Valley Capital Investor
Price$12.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets250.11M
WCM SMID Quality Val Fd Investor
Price$10.22
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets59.22M
PVCMX vs WCMJX Comparison Chart
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PVCMX vs. WCMJX commentary
Apr 18, 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: 250M vs. WCMJX (59.2M). PVCMX pays higher dividends than WCMJX: PVCMX (3.66) vs WCMJX (0.00). PVCMX was incepted earlier than WCMJX: PVCMX (6 years) vs WCMJX (5 years). WCMJX (1.52) and PVCMX (1.47) have similar cost to investors . 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 : -1.07 vs. WCMJX (-18.50). WCMJX return over 5 years is better than : 44.20 vs. PVCMX (22.44).
| 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 | 5 years | - |
| Gain YTD | -1.148 | -12.479 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250M | 59.2M | 422% |
| Annual Yield % from dividends | 3.66 | 0.00 | - |
| Returns for 1 year | -1.07 | -18.50 | 6% |
| Returns for 3 years | 5.76 | -3.28 | -176% |
| Returns for 5 years | 22.44 | 44.20 | 51% |
| Returns for 10 years | N/A | N/A | - |
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