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TVSVX vs WCMFX
TVSVX vs WCMFX Comparison
Open Charts TVSVX vs WCMFX
Third Avenue Small Cap Value Investor
Price$17.60
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets154.97M
WCM SMID Quality Val Fd Institutional
Price$11.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets61.04M
TVSVX vs WCMFX Comparison Chart
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TVSVX vs. WCMFX commentary
Jun 06, 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: 155M vs. WCMFX (61M). TVSVX pays higher dividends than WCMFX: TVSVX (0.32) vs WCMFX (0.00). TVSVX was incepted earlier than WCMFX: TVSVX (15 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 : -10.85 vs. WCMFX (-14.83). WCMFX return over 5 years is better than : 23.87 vs. TVSVX (16.54).
| TVSVX | WCMFX | TVSVX / WCMFX | |
| Total Expense Ratio | 1.43 | 0.90 | 159% |
| Annual Report Gross Expense Ratio | 1.51 | 1.45 | 104% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -2.548 | -6.010 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 61M | 254% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | -10.85 | -14.83 | 73% |
| Returns for 3 years | -8.48 | 5.43 | -156% |
| Returns for 5 years | 16.54 | 23.87 | 69% |
| Returns for 10 years | -25.87 | N/A | - |
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