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RMVIX vs WCMJX
RMVIX vs WCMJX Comparison
Open Charts RMVIX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$10.90
Change+$0.19 (+1.77%)
VolumeN/A
Net Assets60.55M
RMVIX vs WCMJX Comparison Chart
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RMVIX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMVIX has more cash in the bank: 96.9M vs. WCMJX (60.6M). RMVIX pays higher dividends than WCMJX: RMVIX (2.02) vs WCMJX (0.00). RMVIX was incepted earlier than WCMJX: RMVIX (38 years) vs WCMJX (6 years). WCMJX (1.52) is less costly to investors than RMVIX (1.20). RMVIX is a more actively managed with annual turnover of: 22.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than RMVIX: WCMJX (1000) vs RMVIX (250000). RMVIX annual gain was more profitable for investors over the last year : -5.70 vs. WCMJX (-18.11). RMVIX (36.96) and WCMJX (36.62) have equivalent 5 years return.
| RMVIX | WCMJX | RMVIX / WCMJX | |
| Total Expense Ratio | 1.09 | 1.10 | 99% |
| Annual Report Gross Expense Ratio | 1.20 | 1.52 | 79% |
| Fund Existence | 38 years | 6 years | - |
| Gain YTD | -10.134 | -9.423 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| 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 | -18.11 | 31% |
| Returns for 3 years | -13.36 | 4.61 | -290% |
| Returns for 5 years | 36.96 | 36.62 | 101% |
| Returns for 10 years | -8.78 | N/A | - |
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