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RMVIX vs WCMFX
RMVIX vs WCMFX Comparison
Open Charts RMVIX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$10.70
Change-$0.58 (-5.14%)
VolumeN/A
Net Assets61.72M
RMVIX vs WCMFX Comparison Chart
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RMVIX vs. WCMFX commentary
Apr 04, 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 RMVIX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMVIX has more cash in the bank: 103M vs. WCMFX (61.7M). RMVIX pays higher dividends than WCMFX: RMVIX (1.97) vs WCMFX (0.00). RMVIX was incepted earlier than WCMFX: RMVIX (38 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than RMVIX (1.20). RMVIX (22.00) and WCMFX (22.00) have comparable annual turnover. WCMFX has a lower initial minimum investment than RMVIX: WCMFX (100000) vs RMVIX (250000). RMVIX annual gain was more profitable for investors over the last year : -3.16 vs. WCMFX (-16.07). WCMFX return over 5 years is better than : 80.77 vs. RMVIX (70.57).
| RMVIX | WCMFX | RMVIX / WCMFX | |
| Total Expense Ratio | 1.09 | 0.85 | 128% |
| Annual Report Gross Expense Ratio | 1.20 | 1.27 | 94% |
| Fund Existence | 38 years | 5 years | - |
| Gain YTD | -7.610 | -5.843 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 61.7M | 167% |
| Annual Yield % from dividends | 1.97 | 0.00 | - |
| Returns for 1 year | -3.16 | -16.07 | 20% |
| Returns for 3 years | -15.39 | 2.45 | -628% |
| Returns for 5 years | 70.57 | 80.77 | 87% |
| Returns for 10 years | -9.14 | N/A | - |
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