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TVSVX vs WCMJX
TVSVX vs WCMJX Comparison
Open Charts TVSVX vs WCMJX
Third Avenue Small Cap Value Investor
Price$17.74
Change-$0.38 (-2.10%)
VolumeN/A
Net Assets166.05M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
TVSVX vs WCMJX Comparison Chart
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TVSVX vs. WCMJX commentary
Feb 23, 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: 166M vs. WCMJX (66.5M). 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 : -6.43 vs. TVSVX (-7.14). WCMJX return over 5 years is better than : 9.18 vs. TVSVX (1.20).
| 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 | -1.717 | -1.104 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 66.5M | 250% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | -7.14 | -6.43 | 111% |
| Returns for 3 years | -5.89 | 8.68 | -68% |
| Returns for 5 years | 1.20 | 9.18 | 13% |
| Returns for 10 years | -23.44 | N/A | - |
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