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WCMNX vs YOVIX
WCMNX vs YOVIX Comparison
Open Charts WCMNX vs YOVIX
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
Yorktown Small-Cap Institutional
Price$16.34
Change-$0.55 (-3.26%)
VolumeN/A
Net Assets30.41M
WCMNX vs YOVIX Comparison Chart
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WCMNX vs. YOVIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 40.2M vs. YOVIX (30.4M). 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 : 6.17 vs. WCMNX (-1.65). YOVIX return over 5 years is better than : 29.45 vs. WCMNX (13.84).
| 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 | -1.497 | 2.962 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.2M | 30.4M | 132% |
| Annual Yield % from dividends | 0.00 | 0.22 | - |
| Returns for 1 year | -1.65 | 6.17 | -27% |
| Returns for 3 years | 6.38 | -2.57 | -248% |
| Returns for 5 years | 13.84 | 29.45 | 47% |
| Returns for 10 years | N/A | N/A | - |
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