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PVCMX vs WCMFX
PVCMX vs WCMFX Comparison
Open Charts PVCMX vs WCMFX
Palm Valley Capital Investor
Price$12.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets222.52M
WCM SMID Quality Val Fd Institutional
Price$3.55
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets2.61M
PVCMX vs WCMFX Comparison Chart in %
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PVCMX vs. WCMFX commentary
Dec 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 PVCMX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 223M vs. WCMFX (2.61M). 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 : -0.50 vs. WCMFX (-76.13). PVCMX return over 5 years is better than : 12.73 vs. WCMFX (-64.64).
| 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 | 3.199 | -70.451 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 2.61M | 8,538% |
| Annual Yield % from dividends | 3.58 | 0.00 | - |
| Returns for 1 year | -0.50 | -76.13 | 1% |
| Returns for 3 years | 9.96 | -66.82 | -15% |
| Returns for 5 years | 12.73 | -64.64 | -20% |
| Returns for 10 years | N/A | N/A | - |
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