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WCMNX vs YOVIX
WCMNX vs YOVIX Comparison
Open Charts WCMNX vs YOVIX
WCM Small Cap Growth Investor
Price$11.57
Change+$0.31 (+2.75%)
VolumeN/A
Net Assets42.35M
Yorktown Small-Cap Institutional
Price$15.63
Change+$0.44 (+2.90%)
VolumeN/A
Net Assets26.49M
WCMNX vs YOVIX Comparison Chart
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WCMNX vs. YOVIX commentary
May 05, 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 Buy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 42.3M vs. YOVIX (26.5M). WCMNX (0.00) and YOVIX (0.00) have matching dividends . WCMNX was incepted earlier than YOVIX: WCMNX (6 years) vs YOVIX (9 years). WCMNX (2.11) is less costly to investors than YOVIX (1.82). 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 : 2.22 vs. WCMNX (-5.24). YOVIX return over 5 years is better than : 56.45 vs. WCMNX (29.85).
| WCMNX | YOVIX | WCMNX / YOVIX | |
| Total Expense Ratio | 1.24 | 1.44 | 86% |
| Annual Report Gross Expense Ratio | 2.11 | 1.82 | 116% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | -8.826 | -1.512 | 584% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.3M | 26.5M | 160% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.24 | 2.22 | -236% |
| Returns for 3 years | 3.58 | 1.40 | 256% |
| Returns for 5 years | 29.85 | 56.45 | 53% |
| Returns for 10 years | N/A | N/A | - |
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