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RBVAX vs WCMFX
RBVAX vs WCMFX Comparison
Open Charts RBVAX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$14.16
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RBVAX vs WCMFX Comparison Chart
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FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 75.6M vs. RBVAX (31.5M). RBVAX pays higher dividends than WCMFX: RBVAX (0.94) vs WCMFX (0.00). RBVAX was incepted earlier than WCMFX: RBVAX (4 years) vs WCMFX (5 years). RBVAX is a more actively managed with annual turnover of: 55.00 vs. WCMFX (22.00). RBVAX has a lower initial minimum investment than WCMFX: RBVAX (1000) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 22.49 vs. RBVAX (18.10).
| RBVAX | WCMFX | RBVAX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 6.532 | 13.573 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.5M | 75.6M | 42% |
| Annual Yield % from dividends | 0.94 | 0.00 | - |
| Returns for 1 year | 18.10 | 22.49 | 80% |
| Returns for 3 years | 20.39 | 20.36 | 100% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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