RFISX
Price
$17.14
Change
-$0.19 (-1.10%)
Updated
Jul 13 closing price
Net Assets
12.77M
WCMLX
Price
$15.36
Change
-$0.26 (-1.66%)
Updated
Jul 13 closing price
Net Assets
54.21M
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RFISX vs WCMLX

RFISX vs WCMLX Comparison Chart in %
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RFISX vs. WCMLX commentary
Jul 14, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 54.2M 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 : 22.61 vs. RFISX (0.17). WCMLX return over 5 years is better than : 3.79 vs. RFISX (-26.07).
RFISXWCMLXRFISX / WCMLX
Total Expense Ratio1.150.99116%
Annual Report Gross Expense Ratio1.571.7988%
Fund Existence15 years7 years-
Gain YTD8.72013.51765%
Front LoadN/AN/A-
Min. Initial Investment250000100000250%
Min. Initial Investment IRAN/AN/A-
Net Assets12.8M54.2M24%
Annual Yield % from dividends0.000.00-
Returns for 1 year0.1722.611%
Returns for 3 years-1.3128.03-5%
Returns for 5 years-26.073.79-688%
Returns for 10 years4.46N/A-
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