WCMJX vs. PVCMX
Compare and contrast key facts about WCM Focused Small Cap Fund (WCMJX) and Palm Valley Capital Fund Investor Class (PVCMX).
WCMJX is managed by WCM Investment Management. It was launched on Oct 30, 2019. PVCMX is managed by Palm Valley. It was launched on Apr 30, 2019.
Performance
WCMJX vs. PVCMX - Performance Comparison
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WCMJX vs. PVCMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WCMJX WCM Focused Small Cap Fund | 6.28% | -71.65% | 33.22% | 23.83% | -13.93% | 18.91% | -0.76% | 5.20% |
PVCMX Palm Valley Capital Fund Investor Class | 0.74% | 4.45% | 4.24% | 9.47% | 3.17% | 3.72% | 19.13% | 0.51% |
Returns By Period
WCMJX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PVCMX
- 1D
- 0.16%
- 1M
- -0.73%
- YTD
- 0.74%
- 6M
- 1.40%
- 1Y
- 4.54%
- 3Y*
- 5.24%
- 5Y*
- 4.33%
- 10Y*
- —
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WCMJX vs. PVCMX - Expense Ratio Comparison
WCMJX has a 1.25% expense ratio, which is lower than PVCMX's 1.30% expense ratio.
Return for Risk
WCMJX vs. PVCMX — Risk / Return Rank
WCMJX
PVCMX
WCMJX vs. PVCMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WCM Focused Small Cap Fund (WCMJX) and Palm Valley Capital Fund Investor Class (PVCMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| WCMJX | PVCMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.98 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 1.05 | — |
Correlation
The correlation between WCMJX and PVCMX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WCMJX vs. PVCMX - Dividend Comparison
WCMJX's dividend yield for the trailing twelve months is around 3.80%, less than PVCMX's 4.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WCMJX WCM Focused Small Cap Fund | 3.80% | 0.00% | 33.08% | 0.81% | 1.85% | 6.50% | 0.00% | 0.00% |
PVCMX Palm Valley Capital Fund Investor Class | 4.76% | 4.80% | 6.95% | 4.84% | 2.30% | 1.98% | 2.70% | 0.71% |
Drawdowns
WCMJX vs. PVCMX - Drawdown Comparison
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Drawdown Indicators
| WCMJX | PVCMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -7.44% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.81% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -7.44% | — |
Current DrawdownCurrent decline from peak | — | -1.69% | — |
Average DrawdownAverage peak-to-trough decline | — | -1.29% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.03% | — |
Volatility
WCMJX vs. PVCMX - Volatility Comparison
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Volatility by Period
| WCMJX | PVCMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.97% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.94% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 4.75% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 5.20% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 6.37% | — |