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RFISX vs WCMNX
RFISX vs WCMNX Comparison
Open Charts RFISX vs WCMNX
Ranger Small Cap Institutional
Price$15.80
Change-$1.04 (-6.18%)
VolumeN/A
Net Assets29.39M
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
RFISX vs WCMNX Comparison Chart
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RFISX vs. WCMNX commentary
Apr 05, 2025
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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 41.6M vs. RFISX (29.4M). RFISX (0.00) and WCMNX (0.00) have matching dividends . RFISX was incepted earlier than WCMNX: RFISX (14 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than RFISX (1.63). WCMNX is a more actively managed with annual turnover of: 48.00 vs. RFISX (35.55). WCMNX has a lower initial minimum investment than RFISX: WCMNX (1000) vs RFISX (250000). RFISX annual gain was more profitable for investors over the last year : -4.75 vs. WCMNX (-10.22). WCMNX return over 5 years is better than : 60.98 vs. RFISX (38.71).
| RFISX | WCMNX | RFISX / WCMNX | |
| Total Expense Ratio | 1.15 | 1.24 | 93% |
| Annual Report Gross Expense Ratio | 1.63 | 2.11 | 77% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -7.269 | -9.299 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 41.6M | 71% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.75 | -10.22 | 46% |
| Returns for 3 years | -11.83 | -7.10 | 167% |
| Returns for 5 years | 38.71 | 60.98 | 63% |
| Returns for 10 years | -1.46 | N/A | - |
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