Ad is loading...
TVSVX vs WCMFX
TVSVX vs WCMFX Comparison
Open Charts TVSVX vs WCMFX
Third Avenue Small Cap Value Investor
Price$16.02
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets144.1M
WCM SMID Quality Val Fd Institutional
Price$10.40
Change+$0.06 (+0.58%)
VolumeN/A
Net Assets59.22M
TVSVX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TVSVX vs. WCMFX commentary
Apr 18, 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: 144M vs. WCMFX (59.2M). TVSVX pays higher dividends than WCMFX: TVSVX (0.32) vs WCMFX (0.00). TVSVX was incepted earlier than WCMFX: TVSVX (15 years) vs WCMFX (5 years). TVSVX (1.51) is less costly to investors than WCMFX (1.27). WCMFX is a more actively managed with annual turnover of: 22.00 vs. TVSVX (15.00). TVSVX has a lower initial minimum investment than WCMFX: TVSVX (2500) vs WCMFX (100000). TVSVX (-17.92) and WCMFX (-18.07) have marching annual gain over last year. WCMFX return over 5 years is better than : 44.41 vs. TVSVX (25.41).
| 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 | 5 years | - |
| Gain YTD | -11.856 | -13.689 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 59.2M | 243% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | -17.92 | -18.07 | 99% |
| Returns for 3 years | -17.52 | -2.91 | 602% |
| Returns for 5 years | 25.41 | 44.41 | 57% |
| Returns for 10 years | -32.81 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...