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PVCMX vs WCMJX
PVCMX vs WCMJX Comparison
Open Charts PVCMX vs WCMJX
Palm Valley Capital Investor
Price$12.36
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets257.51M
WCM SMID Quality Val Fd Investor
Price$10.95
Change-$0.19 (-1.71%)
VolumeN/A
Net Assets60.8M
PVCMX vs WCMJX Comparison Chart
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PVCMX vs. WCMJX commentary
Jun 14, 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 StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 258M vs. WCMJX (60.8M). PVCMX pays higher dividends than WCMJX: PVCMX (3.66) 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 : 1.48 vs. WCMJX (-15.29). WCMJX return over 5 years is better than : 35.19 vs. PVCMX (18.55).
| PVCMX | WCMJX | PVCMX / WCMJX | |
| Total Expense Ratio | 1.26 | 1.15 | 110% |
| Annual Report Gross Expense Ratio | 1.51 | 1.70 | 89% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 1.805 | -5.433 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 60.8M | 424% |
| Annual Yield % from dividends | 3.66 | 0.00 | - |
| Returns for 1 year | 1.48 | -15.29 | -10% |
| Returns for 3 years | 10.65 | 13.67 | 78% |
| Returns for 5 years | 18.55 | 35.19 | 53% |
| Returns for 10 years | N/A | N/A | - |
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