Ad is loading...
RBVAX vs WCMJX
RBVAX vs WCMJX Comparison
Open Charts RBVAX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
RBVAX vs WCMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 66.5M vs. RBVAX (30.9M). RBVAX pays higher dividends than WCMJX: RBVAX (0.94) vs WCMJX (0.00). RBVAX was incepted earlier than WCMJX: RBVAX (4 years) vs WCMJX (5 years). RBVAX is a more actively managed with annual turnover of: 55.00 vs. WCMJX (22.00). RBVAX (1000) and WCMJX (1000) have matching initial minimum investment requirements. RBVAX annual gain was more profitable for investors over the last year : 2.08 vs. WCMJX (-6.43).
| RBVAX | WCMJX | RBVAX / WCMJX | |
| 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 | -1.104 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -6.43 | -32% |
| Returns for 3 years | 15.64 | 8.68 | 180% |
| Returns for 5 years | N/A | 9.18 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers