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RMVIX vs WCMFX
RMVIX vs WCMFX Comparison
Open Charts RMVIX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.68
Change+$0.11 (+0.95%)
VolumeN/A
Net Assets61.36M
RMVIX vs WCMFX Comparison Chart in %
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RMVIX vs. WCMFX commentary
Jul 19, 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: 107M vs. WCMFX (61.4M). RMVIX pays higher dividends than WCMFX: RMVIX (1.84) vs WCMFX (0.00). RMVIX was incepted earlier than WCMFX: RMVIX (38 years) vs WCMFX (6 years). WCMFX (1.45) 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 : -3.33 vs. WCMFX (-16.28). RMVIX return over 5 years is better than : 37.83 vs. WCMFX (32.53).
| RMVIX | WCMFX | RMVIX / WCMFX | |
| Total Expense Ratio | 1.09 | 0.90 | 121% |
| Annual Report Gross Expense Ratio | 1.20 | 1.45 | 83% |
| Fund Existence | 38 years | 6 years | - |
| Gain YTD | 0.186 | -3.422 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 61.4M | 174% |
| Annual Yield % from dividends | 1.84 | 0.00 | - |
| Returns for 1 year | -3.33 | -16.28 | 20% |
| Returns for 3 years | 0.92 | 13.99 | 7% |
| Returns for 5 years | 37.83 | 32.53 | 116% |
| Returns for 10 years | 3.12 | N/A | - |
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