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Analysis and predictions TNVIX vs WCMJX
TNVIX vs WCMJX Comparison
Open Charts TNVIX vs WCMJX
1290 GAMCO Small/Mid Cap Value I
Price$16.03
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.38
Change+$0.05 (+0.44%)
VolumeN/A
CapitalizationN/A
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TNVIX vs WCMJX Comparison Chart
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TNVIX vs. WCMJX commentary
Dec 09, 2023
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 Buy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
TNVIX (134M) and WCMJX (134M) have equal amount of cash in the bank . TNVIX pays higher dividends than WCMJX: TNVIX (0.21) vs WCMJX (0.00). TNVIX was incepted earlier than WCMJX: TNVIX (9 years) vs WCMJX (4 years). WCMJX (1.51) is less costly to investors than TNVIX (1.25). WCMJX is a more actively managed with annual turnover of: 53.00 vs. TNVIX (27.00). WCMJX has a lower initial minimum investment than TNVIX: WCMJX (1000) vs TNVIX (1000000). WCMJX annual gain was more profitable for investors over the last year : 13.35 vs. TNVIX (7.97).
| TNVIX | WCMJX | TNVIX / WCMJX | |
| Total Expense Ratio | 0.95 | 1.10 | 86% |
| Annual Report Gross Expense Ratio | 1.25 | 1.51 | 83% |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | 12.713 | 15.650 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134M | 134M | 100% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | 7.97 | 13.35 | 60% |
| Returns for 3 years | 15.66 | 10.49 | 149% |
| Returns for 5 years | 38.51 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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