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PFSVX vs WCMFX
PFSVX vs WCMFX Comparison
Open Charts PFSVX vs WCMFX
iMGP Small Company Fund Instl Cl
Price$14.81
Change+$0.25 (+1.72%)
VolumeN/A
Net Assets59.29M
WCM SMID Quality Val Fd Institutional
Price$3.59
Change+$0.04 (+1.13%)
VolumeN/A
Net Assets2.65M
PFSVX vs WCMFX Comparison Chart in %
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PFSVX vs. WCMFX commentary
Dec 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 PFSVX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
PFSVX has more cash in the bank: 59.3M vs. WCMFX (2.65M). PFSVX pays higher dividends than WCMFX: PFSVX (0.25) vs WCMFX (0.00). PFSVX was incepted earlier than WCMFX: PFSVX (5 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than PFSVX (1.30). PFSVX is a more actively managed with annual turnover of: 148.82 vs. WCMFX (15.00). PFSVX has a lower initial minimum investment than WCMFX: PFSVX (10000) vs WCMFX (100000). PFSVX annual gain was more profitable for investors over the last year : -19.06 vs. WCMFX (-75.69). PFSVX return over 5 years is better than : 21.44 vs. WCMFX (-64.91).
| PFSVX | WCMFX | PFSVX / WCMFX | |
| Total Expense Ratio | 1.17 | 0.90 | 130% |
| Annual Report Gross Expense Ratio | 1.30 | 1.45 | 90% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 1.369 | -70.033 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.3M | 2.65M | 2,242% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | -19.06 | -75.69 | 25% |
| Returns for 3 years | 8.17 | -66.35 | -12% |
| Returns for 5 years | 21.44 | -64.91 | -33% |
| Returns for 10 years | N/A | N/A | - |
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