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RBVAX vs WCMFX
RBVAX vs WCMFX Comparison
Open Charts RBVAX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.33
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets60.5M
RBVAX vs WCMFX Comparison Chart
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FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.5M vs. RBVAX (17.5M). RBVAX pays higher dividends than WCMFX: RBVAX (0.84) vs WCMFX (0.00). RBVAX was incepted earlier than WCMFX: RBVAX (4 years) vs WCMFX (6 years). RBVAX (37.04) is less costly to investors than WCMFX (1.45). RBVAX is a more actively managed with annual turnover of: 56.00 vs. WCMFX (15.00). 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 : -5.48 vs. WCMFX (-14.31).
| RBVAX | WCMFX | RBVAX / WCMFX | |
| Total Expense Ratio | 1.11 | 0.90 | 123% |
| Annual Report Gross Expense Ratio | 37.04 | 1.45 | 2,554% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | -9.667 | -6.010 | 161% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5M | 60.5M | 29% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | -5.48 | -14.31 | 38% |
| Returns for 3 years | 2.09 | 5.04 | 42% |
| Returns for 5 years | N/A | 23.87 | - |
| Returns for 10 years | N/A | N/A | - |
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