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RBVAX vs WCMFX
RBVAX vs WCMFX Comparison
Open Charts RBVAX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
RBVAX vs WCMFX Comparison Chart
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FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 66.5M vs. RBVAX (30.9M). 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). RBVAX annual gain was more profitable for investors over the last year : 2.08 vs. WCMFX (-6.03).
| 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 | -2.049 | -1.085 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 66.5M | 46% |
| Annual Yield % from dividends | 0.94 | 0.00 | - |
| Returns for 1 year | 2.08 | -6.03 | -35% |
| Returns for 3 years | 15.64 | 9.72 | 161% |
| Returns for 5 years | N/A | 11.06 | - |
| Returns for 10 years | N/A | N/A | - |
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