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WCMNX vs YOVIX
WCMNX vs YOVIX Comparison
Open Charts WCMNX vs YOVIX
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
Yorktown Small-Cap Institutional
Price$14.65
Change-$0.91 (-5.85%)
VolumeN/A
Net Assets26.15M
WCMNX vs YOVIX Comparison Chart
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WCMNX vs. YOVIX commentary
Apr 04, 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: 41.6M vs. YOVIX (26.2M). WCMNX (0.00) and YOVIX (0.00) have matching dividends . WCMNX was incepted earlier than YOVIX: WCMNX (5 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: 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 : -2.99 vs. WCMNX (-10.22). YOVIX return over 5 years is better than : 89.63 vs. WCMNX (60.98).
| WCMNX | YOVIX | WCMNX / YOVIX | |
| Total Expense Ratio | 1.24 | 1.44 | 86% |
| Annual Report Gross Expense Ratio | 2.11 | 1.82 | 116% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | -9.299 | -1.953 | 476% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.6M | 26.2M | 159% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.22 | -2.99 | 341% |
| Returns for 3 years | -7.10 | -9.17 | 77% |
| Returns for 5 years | 60.98 | 89.63 | 68% |
| Returns for 10 years | N/A | N/A | - |
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