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RBVAX vs WCMFX
RBVAX vs WCMFX Comparison
Open Charts RBVAX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$10.70
Change-$0.58 (-5.14%)
VolumeN/A
Net Assets61.72M
RBVAX vs WCMFX Comparison Chart
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FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 61.7M vs. RBVAX (28.3M). RBVAX pays higher dividends than WCMFX: RBVAX (0.82) vs WCMFX (0.00). RBVAX was incepted earlier than WCMFX: RBVAX (4 years) vs WCMFX (5 years). RBVAX (37.04) is less costly to investors than WCMFX (1.27). RBVAX is a more actively managed with annual turnover of: 56.00 vs. WCMFX (22.00). RBVAX has a lower initial minimum investment than WCMFX: RBVAX (1000) vs WCMFX (100000). RBVAX annual gain was more profitable for investors over the last year : -6.23 vs. WCMFX (-16.07).
| RBVAX | WCMFX | RBVAX / WCMFX | |
| Total Expense Ratio | 1.11 | 0.85 | 131% |
| Annual Report Gross Expense Ratio | 37.04 | 1.27 | 2,917% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | -7.042 | -5.843 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.3M | 61.7M | 46% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | -6.23 | -16.07 | 39% |
| Returns for 3 years | 6.68 | 2.45 | 272% |
| Returns for 5 years | N/A | 80.77 | - |
| Returns for 10 years | N/A | N/A | - |
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