Interact to see
Advertisement
Advertisement
PMJAX vs WCMFX
PMJAX vs WCMFX Comparison
Open Charts PMJAX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.48
Change+$0.16 (+1.41%)
VolumeN/A
Net Assets21.79M
PMJAX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PMJAX vs. WCMFX commentary
Oct 21, 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 PMJAX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
PMJAX has more cash in the bank: 2.71B vs. WCMFX (21.8M). PMJAX pays higher dividends than WCMFX: PMJAX (0.73) vs WCMFX (0.00). PMJAX was incepted earlier than WCMFX: PMJAX (10 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than PMJAX (0.91). PMJAX is a more actively managed with annual turnover of: 59.00 vs. WCMFX (15.00). PMJAX has a lower initial minimum investment than WCMFX: PMJAX (1000) vs WCMFX (100000). PMJAX annual gain was more profitable for investors over the last year : 0.39 vs. WCMFX (-20.62). PMJAX (24.59) and WCMFX (23.45) have equivalent 5 years return.
| PMJAX | WCMFX | PMJAX / WCMFX | |
| Total Expense Ratio | 0.90 | 0.90 | 100% |
| Annual Report Gross Expense Ratio | 0.91 | 1.45 | 63% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 2.383 | -5.509 | -43% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 21.8M | 12,422% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 0.39 | -20.62 | -2% |
| Returns for 3 years | 38.52 | 16.46 | 234% |
| Returns for 5 years | 24.59 | 23.45 | 105% |
| Returns for 10 years | 33.92 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CSVYX | 55.88 | 0.91 | +1.66% |
| Columbia Small Cap Value Discv Inst 3 | |||
| SCSAX | 17.10 | 0.25 | +1.48% |
| Allspring Common Stock A | |||
| GABBX | 19.09 | 0.26 | +1.38% |
| Gabelli Dividend Growth AAA | |||
| MITIX | 37.15 | 0.40 | +1.09% |
| MFS Massachusetts Investors Tr I | |||
| MENRX | 9.70 | 0.07 | +0.73% |
| Madison Covered Call & Equity Income R6 | |||