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WCMNX vs YOVIX
WCMNX vs YOVIX Comparison
Open Charts WCMNX vs YOVIX
WCM Small Cap Growth Investor
Price$12.72
Change-$0.50 (-3.78%)
VolumeN/A
CapitalizationN/A
Yorktown Small-Cap Institutional
Price$15.97
Change-$0.75 (-4.49%)
VolumeN/A
CapitalizationN/A
WCMNX vs YOVIX Comparison Chart
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WCMNX vs. YOVIX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 41.8M vs. YOVIX (32M). YOVIX pays higher dividends than WCMNX: YOVIX (0.22) vs WCMNX (0.00). WCMNX was incepted earlier than YOVIX: WCMNX (5 years) vs YOVIX (9 years). YOVIX is a more actively managed with annual turnover of: 176.00 vs. WCMNX (48.00). 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 : 13.24 vs. WCMNX (10.72). YOVIX return over 5 years is better than : 37.68 vs. WCMNX (27.12).
| WCMNX | YOVIX | WCMNX / YOVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 8.361 | 11.690 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 32M | 131% |
| Annual Yield % from dividends | 0.00 | 0.22 | - |
| Returns for 1 year | 10.72 | 13.24 | 81% |
| Returns for 3 years | -0.45 | -8.17 | 6% |
| Returns for 5 years | 27.12 | 37.68 | 72% |
| Returns for 10 years | N/A | N/A | - |
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