RMFEX
Price
$62.90
Change
+$0.38 (+0.61%)
Updated
Jun 2 closing price
Net Assets
114.65B
WLCVX
Price
$23.92
Change
+$0.12 (+0.50%)
Updated
Jun 2 closing price
Net Assets
181.13M
Interact to see
Advertisement

RMFEX vs WLCVX

Header iconRMFEX vs WLCVX Comparison
Open Charts RMFEX vs WLCVXBanner chart's image
RMFEX vs WLCVX Comparison Chart in %
View a ticker or compare two or three
VS
RMFEX vs. WLCVX 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 RMFEX is a Hold and WLCVX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 115B vs. WLCVX (181M). RMFEX pays higher dividends than WLCVX: RMFEX (1.45) vs WLCVX (1.17). RMFEX was incepted earlier than WLCVX: RMFEX (24 years) vs WLCVX (30 years). WLCVX (1.03) is less costly to investors than RMFEX (0.62). WLCVX is a more actively managed with annual turnover of: 51.00 vs. RMFEX (30.00). RMFEX has a lower initial minimum investment than WLCVX: RMFEX (250) vs WLCVX (250000). WLCVX annual gain was more profitable for investors over the last year : 12.53 vs. RMFEX (10.46). RMFEX return over 5 years is better than : 35.97 vs. WLCVX (8.20).
RMFEXWLCVXRMFEX / WLCVX
Total Expense Ratio0.621.0062%
Annual Report Gross Expense Ratio0.621.0360%
Fund Existence24 years30 years-
Gain YTD5.9879.17465%
Front LoadN/AN/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets115B181M63,536%
Annual Yield % from dividends1.451.17124%
Returns for 1 year10.4612.5384%
Returns for 3 years35.9634.48104%
Returns for 5 years35.978.20439%
Returns for 10 years99.5042.82232%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SASVX7.73N/A
N/A
Virtus Ceredex Small-Cap Value Eq A
SMEAX16.62N/A
N/A
Invesco Small Cap Equity A
GBLAX42.68N/A
N/A
American Funds Global Balanced A
HFYYX15.95N/A
N/A
Hartford Schroders Intl Multi-Cp Val Y
MIGWX27.24N/A
N/A
Marsico Growth Institutional