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TVSVX vs WCMFX
TVSVX vs WCMFX Comparison
Open Charts TVSVX vs WCMFX
Third Avenue Small Cap Value Investor
Price$18.13
Change-$0.74 (-3.92%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
TVSVX vs WCMFX Comparison Chart
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TVSVX vs. WCMFX commentary
Dec 19, 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 Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
TVSVX has more cash in the bank: 182M vs. WCMFX (69M). 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 : -0.74 vs. TVSVX (-5.93). WCMFX return over 5 years is better than : 14.69 vs. TVSVX (0.30).
| 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 | -6.414 | -1.063 | 603% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 182M | 69M | 264% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | -5.93 | -0.74 | 803% |
| Returns for 3 years | -4.98 | 7.84 | -63% |
| Returns for 5 years | 0.30 | 14.69 | 2% |
| Returns for 10 years | -19.73 | N/A | - |
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