RERFX
Price
$65.80
Change
+$0.66 (+1.01%)
Updated
Sep 8 closing price
Net Assets
137.41B
WCMIX
Price
$28.43
Change
+$0.15 (+0.53%)
Updated
Sep 8 closing price
Net Assets
21.9B
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RERFX vs WCMIX

RERFX vs WCMIX Comparison Chart in %
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RERFX vs. WCMIX commentary
Sep 09, 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 Hold and WCMIX is a Hold.

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FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 137B vs. WCMIX (21.9B). RERFX pays higher dividends than WCMIX: RERFX (2.67) vs WCMIX (0.72). 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 : 8.24 vs. WCMIX (6.59). RERFX return over 5 years is better than : -1.87 vs. WCMIX (-3.52).
RERFXWCMIXRERFX / WCMIX
Total Expense Ratio0.521.0550%
Annual Report Gross Expense Ratio0.521.0550%
Fund Existence24 years15 years-
Gain YTD8.77813.66664%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B21.9B626%
Annual Yield % from dividends2.670.72369%
Returns for 1 year8.246.59125%
Returns for 3 years31.7634.8091%
Returns for 5 years-1.87-3.5253%
Returns for 10 years50.44125.1040%
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