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PVCMX vs WCMJX
PVCMX vs WCMJX Comparison
Open Charts PVCMX vs WCMJX
Palm Valley Capital Investor
Price$12.16
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets222.39M
WCM SMID Quality Val Fd Investor
Price$3.40
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
PVCMX vs WCMJX Comparison Chart in %
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PVCMX vs. WCMJX commentary
Dec 26, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PVCMX has more cash in the bank: 222M vs. WCMJX (1.61M). PVCMX pays higher dividends than WCMJX: PVCMX (3.58) 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 : -0.08 vs. WCMJX (-71.64). PVCMX return over 5 years is better than : 8.33 vs. WCMJX (-67.37).
| 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 | -0.246 | -71.138 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 1.61M | 13,763% |
| Annual Yield % from dividends | 3.58 | 0.00 | - |
| Returns for 1 year | -0.08 | -71.64 | 0% |
| Returns for 3 years | 6.47 | -65.48 | -10% |
| Returns for 5 years | 8.33 | -67.37 | -12% |
| Returns for 10 years | N/A | N/A | - |
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