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WCMNX vs YOVIX
WCMNX vs YOVIX Comparison
Open Charts WCMNX vs YOVIX
WCM Small Cap Growth Investor
Price$13.09
Change-$0.09 (-0.68%)
VolumeN/A
CapitalizationN/A
Yorktown Small-Cap Institutional
Price$15.65
Change-$0.18 (-1.14%)
VolumeN/A
CapitalizationN/A
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WCMNX vs YOVIX Comparison Chart
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WCMNX vs. YOVIX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 41.5M vs. YOVIX (29.6M). YOVIX pays higher dividends than WCMNX: YOVIX (0.22) vs WCMNX (0.00). WCMNX was incepted earlier than YOVIX: WCMNX (5 years) vs YOVIX (8 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). WCMNX annual gain was more profitable for investors over the last year : 13.97 vs. YOVIX (11.28).
| WCMNX | YOVIX | WCMNX / YOVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 5.656 | 2.939 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5M | 29.6M | 140% |
| Annual Yield % from dividends | 0.00 | 0.22 | - |
| Returns for 1 year | 13.97 | 11.28 | 124% |
| Returns for 3 years | -17.05 | -19.93 | 86% |
| Returns for 5 years | N/A | 27.42 | - |
| Returns for 10 years | N/A | N/A | - |
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