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PVCMX vs WCMFX
PVCMX vs WCMFX Comparison
Open Charts PVCMX vs WCMFX
Palm Valley Capital Investor
Price$12.52
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets222.98M
WCM SMID Quality Val Fd Institutional
Price$11.03
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets7.39M
PVCMX vs WCMFX Comparison Chart in %
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PVCMX vs. WCMFX commentary
Nov 14, 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 StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 223M vs. WCMFX (7.39M). PVCMX pays higher dividends than WCMFX: PVCMX (3.59) 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 : -0.52 vs. WCMFX (-24.81). WCMFX return over 5 years is better than : 15.14 vs. PVCMX (14.00).
| 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 | 2.707 | -7.930 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 7.39M | 3,016% |
| Annual Yield % from dividends | 3.59 | 0.00 | - |
| Returns for 1 year | -0.52 | -24.81 | 2% |
| Returns for 3 years | 9.80 | 5.15 | 190% |
| Returns for 5 years | 14.00 | 15.14 | 93% |
| Returns for 10 years | N/A | N/A | - |
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