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TVSVX vs WCMFX
TVSVX vs WCMFX Comparison
Open Charts TVSVX vs WCMFX
Third Avenue Small Cap Value Investor
Price$18.86
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets177.68M
WCM SMID Quality Val Fd Institutional
Price$12.51
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets68.73M
TVSVX vs WCMFX Comparison Chart
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TVSVX vs. WCMFX commentary
Jan 31, 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 TVSVX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TVSVX has more cash in the bank: 178M vs. WCMFX (68.7M). 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 : 3.68 vs. TVSVX (-0.92). WCMFX return over 5 years is better than : 20.06 vs. TVSVX (10.59).
| 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 | 4.044 | 3.422 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 68.7M | 259% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | -0.92 | 3.68 | -25% |
| Returns for 3 years | -0.85 | 14.19 | -6% |
| Returns for 5 years | 10.59 | 20.06 | 53% |
| Returns for 10 years | -14.22 | N/A | - |
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