Interact to see
Advertisement
Advertisement
PVCMX vs WCMFX
PVCMX vs WCMFX Comparison
Open Charts PVCMX vs WCMFX
Palm Valley Capital Investor
Price$12.16
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets222.39M
WCM SMID Quality Val Fd Institutional
Price$3.61
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.61M
PVCMX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PVCMX vs. WCMFX commentary
Dec 26, 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 PVCMX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 222M vs. WCMFX (1.61M). PVCMX pays higher dividends than WCMFX: PVCMX (3.58) vs WCMFX (0.00). PVCMX was incepted earlier than WCMFX: PVCMX (7 years) vs WCMFX (6 years). PVCMX (1.51) and WCMFX (1.45) have similar cost to investors . PVCMX is a more actively managed with annual turnover of: 64.00 vs. WCMFX (15.00). PVCMX has a lower initial minimum investment than WCMFX: PVCMX (2500) vs WCMFX (100000). PVCMX annual gain was more profitable for investors over the last year : -0.08 vs. WCMFX (-70.39). PVCMX return over 5 years is better than : 8.33 vs. WCMFX (-65.45).
| PVCMX | WCMFX | PVCMX / WCMFX | |
| Total Expense Ratio | 1.26 | 0.90 | 140% |
| Annual Report Gross Expense Ratio | 1.51 | 1.45 | 104% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | -0.246 | -69.866 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 1.61M | 13,763% |
| Annual Yield % from dividends | 3.58 | 0.00 | - |
| Returns for 1 year | -0.08 | -70.39 | 0% |
| Returns for 3 years | 6.47 | -63.72 | -10% |
| Returns for 5 years | 8.33 | -65.45 | -13% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement