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TVSVX vs WCMFX
TVSVX vs WCMFX Comparison
Open Charts TVSVX vs WCMFX
Third Avenue Small Cap Value Investor
Price$21.25
Change-$0.22 (-1.02%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.16
Change-$0.17 (-1.19%)
VolumeN/A
CapitalizationN/A
TVSVX vs WCMFX Comparison Chart
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TVSVX vs. WCMFX commentary
Nov 18, 2024
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 TVSVX is a Sell and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TVSVX has more cash in the bank: 188M vs. WCMFX (76.5M). TVSVX pays higher dividends than WCMFX: TVSVX (0.25) vs WCMFX (0.00). TVSVX was incepted earlier than WCMFX: TVSVX (15 years) vs WCMFX (5 years). WCMFX (22.00) and TVSVX (21.00) have comparable annual turnover. TVSVX has a lower initial minimum investment than WCMFX: TVSVX (2500) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 27.91 vs. TVSVX (6.44). WCMFX return over 5 years is better than : 38.01 vs. TVSVX (13.17).
| TVSVX | WCMFX | TVSVX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 9.367 | 15.781 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 76.5M | 246% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | 6.44 | 27.91 | 23% |
| Returns for 3 years | -3.97 | 10.80 | -37% |
| Returns for 5 years | 13.17 | 38.01 | 35% |
| Returns for 10 years | -24.97 | N/A | - |
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