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WCMNX vs YOVIX
WCMNX vs YOVIX Comparison
Open Charts WCMNX vs YOVIX
WCM Small Cap Growth Investor
Price$12.67
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets43.34M
Yorktown Small-Cap Institutional
Price$17.59
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets31.42M
WCMNX vs YOVIX Comparison Chart in %
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WCMNX vs. YOVIX commentary
Jul 20, 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 WCMNX is a StrongBuy and YOVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 43.3M vs. YOVIX (31.4M). WCMNX (0.00) and YOVIX (0.00) have matching dividends . WCMNX was incepted earlier than YOVIX: WCMNX (6 years) vs YOVIX (9 years). WCMNX (2.04) is less costly to investors than YOVIX (1.84). YOVIX is a more actively managed with annual turnover of: 104.00 vs. WCMNX (83.00). WCMNX has a lower initial minimum investment than YOVIX: WCMNX (1000) vs YOVIX (1000000). YOVIX annual gain was more profitable for investors over the last year : 10.84 vs. WCMNX (-1.02). YOVIX return over 5 years is better than : 47.14 vs. WCMNX (19.30).
| WCMNX | YOVIX | WCMNX / YOVIX | |
| Total Expense Ratio | 1.24 | 1.38 | 90% |
| Annual Report Gross Expense Ratio | 2.04 | 1.84 | 111% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | -0.158 | 10.838 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3M | 31.4M | 138% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -1.02 | 10.84 | -9% |
| Returns for 3 years | 20.67 | 22.69 | 91% |
| Returns for 5 years | 19.30 | 47.14 | 41% |
| Returns for 10 years | N/A | N/A | - |
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