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PVCMX vs WCMJX
PVCMX vs WCMJX Comparison
Open Charts PVCMX vs WCMJX
Palm Valley Capital Investor
Price$12.30
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets224.61M
WCM SMID Quality Val Fd Investor
Price$3.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.53B
PVCMX vs WCMJX Comparison Chart in %
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PVCMX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 22.5B vs. PVCMX (225M). PVCMX pays higher dividends than WCMJX: PVCMX (2.98) 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 : 3.99 vs. WCMJX (-70.33). PVCMX return over 5 years is better than : 15.53 vs. WCMJX (-67.79).
| 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 | 1.235 | 5.988 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -70.33 | -6% |
| Returns for 3 years | 11.13 | -66.76 | -17% |
| Returns for 5 years | 15.53 | -67.79 | -23% |
| Returns for 10 years | N/A | N/A | - |
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