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TVSVX vs WCMJX
TVSVX vs WCMJX Comparison
Open Charts TVSVX vs WCMJX
Third Avenue Small Cap Value Investor
Price$18.69
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets178.09M
WCM SMID Quality Val Fd Investor
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets69.09M
TVSVX vs WCMJX Comparison Chart
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TVSVX vs. WCMJX commentary
Jan 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 Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TVSVX has more cash in the bank: 178M vs. WCMJX (69.1M). TVSVX pays higher dividends than WCMJX: TVSVX (0.25) vs WCMJX (0.00). TVSVX was incepted earlier than WCMJX: TVSVX (15 years) vs WCMJX (5 years). WCMJX (22.00) and TVSVX (21.00) have comparable annual turnover. WCMJX has a lower initial minimum investment than TVSVX: WCMJX (1000) vs TVSVX (2500). WCMJX annual gain was more profitable for investors over the last year : 4.97 vs. TVSVX (0.30). WCMJX return over 5 years is better than : 14.58 vs. TVSVX (3.81).
| TVSVX | WCMJX | TVSVX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 3.269 | 4.075 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 69.1M | 258% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | 0.30 | 4.97 | 6% |
| Returns for 3 years | -5.12 | 11.76 | -44% |
| Returns for 5 years | 3.81 | 14.58 | 26% |
| Returns for 10 years | -14.74 | N/A | - |
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