TVSVX
Price
$19.01
Change
-$0.17 (-0.89%)
Updated
Jul 18 closing price
Net Assets
167.3M
WCMFX
Price
$11.61
Change
-$0.07 (-0.60%)
Updated
Jul 18 closing price
Net Assets
61.94M
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TVSVX vs WCMFX

Header iconTVSVX vs WCMFX Comparison
Open Charts TVSVX vs WCMFXBanner chart's image
Third Avenue Small Cap Value Investor
Price$19.01
Change-$0.17 (-0.89%)
VolumeN/A
Net Assets167.3M
WCM SMID Quality Val Fd Institutional
Price$11.61
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets61.94M
TVSVX vs WCMFX Comparison Chart in %
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TVSVX vs. WCMFX commentary
Jul 19, 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 Buy and WCMFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
TVSVX has more cash in the bank: 167M vs. WCMFX (61.9M). TVSVX pays higher dividends than WCMFX: TVSVX (0.31) vs WCMFX (0.00). TVSVX was incepted earlier than WCMFX: TVSVX (16 years) vs WCMFX (6 years). TVSVX (1.51) and WCMFX (1.45) have similar cost to investors . TVSVX (15.00) and WCMFX (15.00) have comparable annual turnover. TVSVX has a lower initial minimum investment than WCMFX: TVSVX (2500) vs WCMFX (100000). TVSVX annual gain was more profitable for investors over the last year : -7.16 vs. WCMFX (-15.48). TVSVX return over 5 years is better than : 36.81 vs. WCMFX (33.79).
TVSVXWCMFXTVSVX / WCMFX
Total Expense Ratio1.430.90159%
Annual Report Gross Expense Ratio1.511.45104%
Fund Existence16 years6 years-
Gain YTD6.260-2.504-250%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets167M61.9M270%
Annual Yield % from dividends0.310.00-
Returns for 1 year-7.16-15.4846%
Returns for 3 years7.3515.0749%
Returns for 5 years36.8133.79109%
Returns for 10 years-18.21N/A-
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