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TVSVX vs WCMJX
TVSVX vs WCMJX Comparison
Open Charts TVSVX vs WCMJX
Third Avenue Small Cap Value Investor
Price$17.60
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets154.97M
WCM SMID Quality Val Fd Investor
Price$11.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets61.04M
TVSVX vs WCMJX Comparison Chart
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TVSVX vs. WCMJX commentary
Jun 06, 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: 155M vs. WCMJX (61M). TVSVX pays higher dividends than WCMJX: TVSVX (0.32) vs WCMJX (0.00). TVSVX was incepted earlier than WCMJX: TVSVX (15 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 : -10.85 vs. WCMJX (-15.18). WCMJX return over 5 years is better than : 21.81 vs. TVSVX (16.54).
| TVSVX | WCMJX | TVSVX / WCMJX | |
| Total Expense Ratio | 1.43 | 1.15 | 124% |
| Annual Report Gross Expense Ratio | 1.51 | 1.70 | 89% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -2.548 | -6.112 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 61M | 254% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | -10.85 | -15.18 | 71% |
| Returns for 3 years | -8.48 | 4.34 | -195% |
| Returns for 5 years | 16.54 | 21.81 | 76% |
| Returns for 10 years | -25.87 | N/A | - |
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