RFISX
Price
$17.50
Change
+$0.21 (+1.21%)
Updated
Jun 2 closing price
Net Assets
12.77M
WCMLX
Price
$15.23
Change
+$0.18 (+1.20%)
Updated
Jun 2 closing price
Net Assets
52.45M
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RFISX vs WCMLX

Header iconRFISX vs WCMLX Comparison
Open Charts RFISX vs WCMLXBanner chart's image
RFISX vs WCMLX Comparison Chart in %
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RFISX vs. WCMLX commentary
Jun 04, 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 RFISX is a StrongBuy and WCMLX is a Buy.

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FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 52.4M vs. RFISX (12.8M). RFISX (0.00) and WCMLX (0.00) have matching dividends . RFISX was incepted earlier than WCMLX: RFISX (15 years) vs WCMLX (7 years). WCMLX (1.79) is less costly to investors than RFISX (1.57). WCMLX is a more actively managed with annual turnover of: 89.00 vs. RFISX (49.34). WCMLX has a lower initial minimum investment than RFISX: WCMLX (100000) vs RFISX (250000). WCMLX annual gain was more profitable for investors over the last year : 25.84 vs. RFISX (2.37). WCMLX return over 5 years is better than : -0.07 vs. RFISX (-22.98).
RFISXWCMLXRFISX / WCMLX
Total Expense Ratio1.150.99116%
Annual Report Gross Expense Ratio1.571.7988%
Fund Existence15 years7 years-
Gain YTD8.4699.37590%
Front LoadN/AN/A-
Min. Initial Investment250000100000250%
Min. Initial Investment IRAN/AN/A-
Net Assets12.8M52.4M24%
Annual Yield % from dividends0.000.00-
Returns for 1 year2.3725.849%
Returns for 3 years3.8432.1312%
Returns for 5 years-22.98-0.0734,614%
Returns for 10 years9.22N/A-
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