RERFX
Price
$63.61
Change
+$0.40 (+0.63%)
Updated
Jun 30 closing price
Net Assets
143.2B
WCMIX
Price
$28.79
Change
+$0.32 (+1.12%)
Updated
Jun 30 closing price
Net Assets
22.27B
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RERFX vs WCMIX

RERFX vs WCMIX Comparison Chart in %
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RERFX vs. WCMIX commentary
Jul 01, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RERFX is a Buy and WCMIX is a Hold.

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FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 143B vs. WCMIX (22.3B). RERFX pays higher dividends than WCMIX: RERFX (2.67) vs WCMIX (0.73). RERFX was incepted earlier than WCMIX: RERFX (24 years) vs WCMIX (15 years). WCMIX (1.05) is less costly to investors than RERFX (0.52). RERFX is a more actively managed with annual turnover of: 50.00 vs. WCMIX (23.00). RERFX has a lower initial minimum investment than WCMIX: RERFX (250) vs WCMIX (100000). RERFX annual gain was more profitable for investors over the last year : 8.17 vs. WCMIX (4.99). WCMIX return over 5 years is better than : 5.00 vs. RERFX (-2.31).
RERFXWCMIXRERFX / WCMIX
Total Expense Ratio0.521.0550%
Annual Report Gross Expense Ratio0.521.0550%
Fund Existence24 years15 years-
Gain YTD5.15814.42936%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets143B22.3B641%
Annual Yield % from dividends2.670.73363%
Returns for 1 year8.174.99164%
Returns for 3 years23.4727.7585%
Returns for 5 years-2.315.00-46%
Returns for 10 years56.62130.1843%
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