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TVSVX vs WCMJX
TVSVX vs WCMJX Comparison
Open Charts TVSVX vs WCMJX
Third Avenue Small Cap Value Investor
Price$19.01
Change-$0.17 (-0.89%)
VolumeN/A
Net Assets167.3M
WCM SMID Quality Val Fd Investor
Price$11.40
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets61.94M
TVSVX vs WCMJX Comparison Chart in %
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TVSVX vs. WCMJX commentary
Jul 19, 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: 167M vs. WCMJX (61.9M). TVSVX pays higher dividends than WCMJX: TVSVX (0.31) vs WCMJX (0.00). TVSVX was incepted earlier than WCMJX: TVSVX (16 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than TVSVX (1.51). TVSVX (15.00) and WCMJX (15.00) have comparable annual turnover. WCMJX has a lower initial minimum investment than TVSVX: WCMJX (1000) vs TVSVX (2500). TVSVX annual gain was more profitable for investors over the last year : -7.16 vs. WCMJX (-15.91). TVSVX return over 5 years is better than : 36.81 vs. WCMJX (31.69).
| TVSVX | WCMJX | TVSVX / WCMJX | |
| Total Expense Ratio | 1.43 | 1.15 | 124% |
| Annual Report Gross Expense Ratio | 1.51 | 1.70 | 89% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 6.260 | -2.632 | -238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 61.9M | 270% |
| Annual Yield % from dividends | 0.31 | 0.00 | - |
| Returns for 1 year | -7.16 | -15.91 | 45% |
| Returns for 3 years | 7.35 | 14.02 | 52% |
| Returns for 5 years | 36.81 | 31.69 | 116% |
| Returns for 10 years | -18.21 | N/A | - |
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