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RMVIX vs WCMFX
RMVIX vs WCMFX Comparison
Open Charts RMVIX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
RMVIX vs WCMFX Comparison Chart
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RMVIX vs. WCMFX commentary
May 09, 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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMVIX has more cash in the bank: 96.9M vs. WCMFX (60.6M). RMVIX pays higher dividends than WCMFX: RMVIX (2.02) vs WCMFX (0.00). RMVIX was incepted earlier than WCMFX: RMVIX (38 years) vs WCMFX (6 years). WCMFX (1.27) is less costly to investors than RMVIX (1.20). RMVIX is a more actively managed with annual turnover of: 22.00 vs. WCMFX (15.00). 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 : -5.70 vs. WCMFX (-17.73). WCMFX return over 5 years is better than : 38.87 vs. RMVIX (36.96).
| 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 | 6 years | - |
| Gain YTD | -10.134 | -9.349 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.9M | 60.6M | 160% |
| Annual Yield % from dividends | 2.02 | 0.00 | - |
| Returns for 1 year | -5.70 | -17.73 | 32% |
| Returns for 3 years | -13.36 | 5.64 | -237% |
| Returns for 5 years | 36.96 | 38.87 | 95% |
| Returns for 10 years | -8.78 | N/A | - |
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