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TNVIX vs WCMJX
TNVIX vs WCMJX Comparison
Open Charts TNVIX vs WCMJX
1290 GAMCO Small/Mid Cap Value I
Price$16.12
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets150.15M
WCM SMID Quality Val Fd Investor
Price$10.88
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets61.52M
TNVIX vs WCMJX Comparison Chart
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TNVIX vs. WCMJX commentary
May 11, 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 TNVIX is a StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TNVIX has more cash in the bank: 150M vs. WCMJX (61.5M). TNVIX pays higher dividends than WCMJX: TNVIX (1.16) vs WCMJX (0.00). TNVIX was incepted earlier than WCMJX: TNVIX (11 years) vs WCMJX (6 years). WCMJX (1.52) is less costly to investors than TNVIX (1.22). WCMJX is a more actively managed with annual turnover of: 15.00 vs. TNVIX (11.00). WCMJX has a lower initial minimum investment than TNVIX: WCMJX (1000) vs TNVIX (1000000). TNVIX annual gain was more profitable for investors over the last year : -8.37 vs. WCMJX (-16.82). TNVIX return over 5 years is better than : 76.40 vs. WCMJX (39.31).
| TNVIX | WCMJX | TNVIX / WCMJX | |
| Total Expense Ratio | 0.95 | 1.10 | 86% |
| Annual Report Gross Expense Ratio | 1.22 | 1.52 | 80% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | -5.372 | -7.640 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 61.5M | 244% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | -8.37 | -16.82 | 50% |
| Returns for 3 years | 15.97 | 9.79 | 163% |
| Returns for 5 years | 76.40 | 39.31 | 194% |
| Returns for 10 years | 64.38 | N/A | - |
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