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TVSVX vs WCMFX
TVSVX vs WCMFX Comparison
Open Charts TVSVX vs WCMFX
Third Avenue Small Cap Value Investor
Price$16.76
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets156.05M
WCM SMID Quality Val Fd Institutional
Price$11.09
Change-$0.09 (-0.81%)
VolumeN/A
Net Assets61.38M
TVSVX vs WCMFX Comparison Chart
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TVSVX vs. WCMFX commentary
Mar 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TVSVX has more cash in the bank: 156M vs. WCMFX (61.4M). 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 annual gain was more profitable for investors over the last year : -12.08 vs. WCMFX (-14.79). WCMFX return over 5 years is better than : 57.69 vs. TVSVX (27.22).
| 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 | -4.765 | -6.678 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 61.4M | 254% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | -12.08 | -14.79 | 82% |
| Returns for 3 years | -9.67 | 4.78 | -202% |
| Returns for 5 years | 27.22 | 57.69 | 47% |
| Returns for 10 years | -25.56 | N/A | - |
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