Interact to see
Advertisement
Advertisement
PVCMX vs WCMFX
PVCMX vs WCMFX Comparison
Open Charts PVCMX vs WCMFX
Palm Valley Capital Investor
Price$12.30
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets224.61M
WCM SMID Quality Val Fd Institutional
Price$3.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.53B
PVCMX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PVCMX vs. WCMFX commentary
Jan 15, 2026
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 Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 22.5B vs. PVCMX (225M). PVCMX pays higher dividends than WCMFX: PVCMX (2.98) 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 : 3.99 vs. WCMFX (-69.00). PVCMX return over 5 years is better than : 15.53 vs. WCMFX (-65.91).
| 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 | 1.235 | 5.915 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 22.5B | 1% |
| Annual Yield % from dividends | 2.98 | 0.00 | - |
| Returns for 1 year | 3.99 | -69.00 | -6% |
| Returns for 3 years | 11.13 | -65.02 | -17% |
| Returns for 5 years | 15.53 | -65.91 | -24% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers