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RBVAX vs WCMJX
RBVAX vs WCMJX Comparison
Open Charts RBVAX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets69.09M
RBVAX vs WCMJX Comparison Chart
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FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 69.1M vs. RBVAX (32.6M). 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 : 13.26 vs. WCMJX (4.97).
| 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 | 2.561 | 4.075 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6M | 69.1M | 47% |
| Annual Yield % from dividends | 0.94 | 0.00 | - |
| Returns for 1 year | 13.26 | 4.97 | 267% |
| Returns for 3 years | 15.75 | 11.76 | 134% |
| Returns for 5 years | N/A | 14.58 | - |
| Returns for 10 years | N/A | N/A | - |
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