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TVSVX vs WCMJX
TVSVX vs WCMJX Comparison
Open Charts TVSVX vs WCMJX
Third Avenue Small Cap Value Investor
Price$16.58
Change+$0.26 (+1.59%)
VolumeN/A
Net Assets146.44M
WCM SMID Quality Val Fd Investor
Price$10.51
Change+$0.19 (+1.84%)
VolumeN/A
Net Assets60.23M
TVSVX vs WCMJX Comparison Chart
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TVSVX vs. WCMJX commentary
Apr 25, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TVSVX has more cash in the bank: 146M vs. WCMJX (60.2M). TVSVX pays higher dividends than WCMJX: TVSVX (0.32) vs WCMJX (0.00). TVSVX was incepted earlier than WCMJX: TVSVX (15 years) vs WCMJX (5 years). WCMJX (1.52) and TVSVX (1.51) have similar cost to investors . WCMJX is a more actively managed with annual turnover of: 22.00 vs. TVSVX (15.00). WCMJX has a lower initial minimum investment than TVSVX: WCMJX (1000) vs TVSVX (2500). TVSVX (-18.32) and WCMJX (-18.42) have marching annual gain over last year. WCMJX return over 5 years is better than : 44.94 vs. TVSVX (29.14).
| TVSVX | WCMJX | TVSVX / WCMJX | |
| Total Expense Ratio | 1.43 | 1.10 | 130% |
| Annual Report Gross Expense Ratio | 1.51 | 1.52 | 99% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | -9.584 | -12.394 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 60.2M | 243% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | -18.32 | -18.42 | 99% |
| Returns for 3 years | -13.56 | -2.37 | 574% |
| Returns for 5 years | 29.14 | 44.94 | 65% |
| Returns for 10 years | -30.84 | N/A | - |
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