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TVSVX vs WCMFX
TVSVX vs WCMFX Comparison
Open Charts TVSVX vs WCMFX
Third Avenue Small Cap Value Investor
Price$17.51
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets155.93M
WCM SMID Quality Val Fd Institutional
Price$11.08
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.52M
TVSVX vs WCMFX Comparison Chart
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TVSVX vs. WCMFX commentary
May 12, 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.
FUNDAMENTALS
Fundamentals
TVSVX has more cash in the bank: 156M vs. WCMFX (61.5M). TVSVX pays higher dividends than WCMFX: TVSVX (0.33) vs WCMFX (0.00). TVSVX was incepted earlier than WCMFX: TVSVX (15 years) vs WCMFX (6 years). TVSVX (1.51) is less costly to investors than WCMFX (1.27). 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 : -14.37 vs. WCMFX (-16.44). WCMFX return over 5 years is better than : 41.69 vs. TVSVX (32.91).
| TVSVX | WCMFX | TVSVX / WCMFX | |
| Total Expense Ratio | 1.43 | 0.85 | 168% |
| Annual Report Gross Expense Ratio | 1.51 | 1.27 | 119% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -2.992 | -7.513 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 61.5M | 254% |
| Annual Yield % from dividends | 0.33 | 0.00 | - |
| Returns for 1 year | -14.37 | -16.44 | 87% |
| Returns for 3 years | -2.97 | 10.91 | -27% |
| Returns for 5 years | 32.91 | 41.69 | 79% |
| Returns for 10 years | -25.24 | N/A | - |
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