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PVCMX vs WCMJX
PVCMX vs WCMJX Comparison
Open Charts PVCMX vs WCMJX
Palm Valley Capital Investor
Price$12.50
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets222.68M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
PVCMX vs WCMJX Comparison Chart in %
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PVCMX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 223M vs. WCMJX (7.41M). PVCMX pays higher dividends than WCMJX: PVCMX (3.59) vs WCMJX (0.00). PVCMX was incepted earlier than WCMJX: PVCMX (7 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than PVCMX (1.51). PVCMX is a more actively managed with annual turnover of: 64.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than PVCMX: WCMJX (1000) vs PVCMX (2500). PVCMX annual gain was more profitable for investors over the last year : -0.52 vs. WCMJX (-25.22). PVCMX return over 5 years is better than : 14.00 vs. WCMJX (13.30).
| PVCMX | WCMJX | PVCMX / WCMJX | |
| Total Expense Ratio | 1.26 | 1.15 | 110% |
| Annual Report Gross Expense Ratio | 1.51 | 1.70 | 89% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 2.707 | -8.149 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 7.41M | 3,011% |
| Annual Yield % from dividends | 3.59 | 0.00 | - |
| Returns for 1 year | -0.52 | -25.22 | 2% |
| Returns for 3 years | 9.80 | 4.14 | 237% |
| Returns for 5 years | 14.00 | 13.30 | 105% |
| Returns for 10 years | N/A | N/A | - |
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