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TVSVX vs WCMJX
TVSVX vs WCMJX Comparison
Open Charts TVSVX vs WCMJX
Third Avenue Small Cap Value Investor
Price$16.45
Change-$0.92 (-5.30%)
VolumeN/A
Net Assets158.18M
WCM SMID Quality Val Fd Investor
Price$10.51
Change-$0.57 (-5.14%)
VolumeN/A
Net Assets61.72M
TVSVX vs WCMJX Comparison Chart
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TVSVX vs. WCMJX commentary
Apr 04, 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: 158M vs. WCMJX (61.7M). 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 annual gain was more profitable for investors over the last year : -14.43 vs. WCMJX (-16.50). WCMJX return over 5 years is better than : 77.85 vs. TVSVX (50.74).
| 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 | -3.767 | -5.942 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 61.7M | 256% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | -14.43 | -16.50 | 87% |
| Returns for 3 years | -11.59 | 1.47 | -791% |
| Returns for 5 years | 50.74 | 77.85 | 65% |
| Returns for 10 years | -26.64 | N/A | - |
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