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RBVAX vs WCMJX
RBVAX vs WCMJX Comparison
Open Charts RBVAX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$10.51
Change-$0.57 (-5.14%)
VolumeN/A
Net Assets61.72M
RBVAX vs WCMJX Comparison Chart
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FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 61.7M vs. RBVAX (28.3M). RBVAX pays higher dividends than WCMJX: RBVAX (0.82) vs WCMJX (0.00). RBVAX was incepted earlier than WCMJX: RBVAX (4 years) vs WCMJX (5 years). RBVAX (37.04) is less costly to investors than WCMJX (1.52). RBVAX is a more actively managed with annual turnover of: 56.00 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 : -6.23 vs. WCMJX (-16.50).
| RBVAX | WCMJX | RBVAX / WCMJX | |
| Total Expense Ratio | 1.11 | 1.10 | 101% |
| Annual Report Gross Expense Ratio | 37.04 | 1.52 | 2,437% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | -7.042 | -5.942 | 119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -16.50 | 38% |
| Returns for 3 years | 6.68 | 1.47 | 456% |
| Returns for 5 years | N/A | 77.85 | - |
| Returns for 10 years | N/A | N/A | - |
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