PVCMX
Price
$12.63
Change
+$0.01 (+0.08%)
Updated
Sep 15 closing price
Net Assets
232.26M
WCMJX
Price
$11.53
Change
-$0.03 (-0.26%)
Updated
Sep 15 closing price
Net Assets
60.81M
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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$12.63
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets232.26M
WCM SMID Quality Val Fd Investor
Price$11.53
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets60.81M
PVCMX vs WCMJX Comparison Chart in %
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PVCMX vs. WCMJX commentary
Sep 16, 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.

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FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 232M vs. WCMJX (60.8M). 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 : 0.66 vs. WCMJX (-15.06). WCMJX return over 5 years is better than : 34.26 vs. PVCMX (16.90).
PVCMXWCMJXPVCMX / WCMJX
Total Expense Ratio1.261.15110%
Annual Report Gross Expense Ratio1.511.7089%
Fund Existence6 years6 years-
Gain YTD3.527-1.868-189%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets232M60.8M382%
Annual Yield % from dividends3.560.00-
Returns for 1 year0.66-15.06-4%
Returns for 3 years13.8518.0877%
Returns for 5 years16.9034.2649%
Returns for 10 yearsN/AN/A-
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