Interact to see
Advertisement
Advertisement
PFSVX vs WCMJX
PFSVX vs WCMJX Comparison
Open Charts PFSVX vs WCMJX
iMGP Small Company Fund Instl Cl
Price$14.36
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets58.44M
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
PFSVX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PFSVX vs. WCMJX commentary
Dec 27, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PFSVX has more cash in the bank: 58.4M vs. WCMJX (1.61M). PFSVX pays higher dividends than WCMJX: PFSVX (0.25) vs WCMJX (0.00). PFSVX was incepted earlier than WCMJX: PFSVX (5 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than PFSVX (1.30). PFSVX is a more actively managed with annual turnover of: 148.82 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than PFSVX: WCMJX (1000) vs PFSVX (10000). PFSVX annual gain was more profitable for investors over the last year : -2.44 vs. WCMJX (-71.64). PFSVX return over 5 years is better than : 14.39 vs. WCMJX (-67.37).
| PFSVX | WCMJX | PFSVX / WCMJX | |
| Total Expense Ratio | 1.17 | 1.15 | 102% |
| Annual Report Gross Expense Ratio | 1.30 | 1.70 | 76% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | -1.643 | -71.138 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.4M | 1.61M | 3,621% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | -2.44 | -71.64 | 3% |
| Returns for 3 years | 12.96 | -65.48 | -20% |
| Returns for 5 years | 14.39 | -67.37 | -21% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement