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RBVAX vs WCMJX
RBVAX vs WCMJX Comparison
Open Charts RBVAX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$11.26
Change+$0.10 (+0.90%)
VolumeN/A
Net Assets60.81M
RBVAX vs WCMJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 60.8M vs. RBVAX (5.15M). RBVAX pays higher dividends than WCMJX: RBVAX (0.84) vs WCMJX (0.00). RBVAX was incepted earlier than WCMJX: RBVAX (4 years) vs WCMJX (6 years). RBVAX (37.04) is less costly to investors than WCMJX (1.70). RBVAX is a more actively managed with annual turnover of: 56.00 vs. WCMJX (15.00). RBVAX (1000) and WCMJX (1000) have matching initial minimum investment requirements. RBVAX annual gain was more profitable for investors over the last year : -2.39 vs. WCMJX (-14.35).
| RBVAX | WCMJX | RBVAX / WCMJX | |
| Total Expense Ratio | 1.11 | 1.15 | 97% |
| Annual Report Gross Expense Ratio | 37.04 | 1.70 | 2,179% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | -8.387 | -5.263 | 159% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.15M | 60.8M | 8% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | -2.39 | -14.35 | 17% |
| Returns for 3 years | 18.30 | 9.84 | 186% |
| Returns for 5 years | N/A | 39.67 | - |
| Returns for 10 years | N/A | N/A | - |
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