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ROFCX vs WCMFX
ROFCX vs WCMFX Comparison
Open Charts ROFCX vs WCMFX
Royce Small-Cap Opportunity Consult
Price$12.76
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets1.11B
WCM SMID Quality Val Fd Institutional
Price$11.67
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets60.68M
ROFCX vs WCMFX Comparison Chart in %
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ROFCX vs. WCMFX commentary
Sep 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 ROFCX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
ROFCX has more cash in the bank: 1.11B vs. WCMFX (60.7M). ROFCX (0.00) and WCMFX (0.00) have matching dividends . ROFCX was incepted earlier than WCMFX: ROFCX (19 years) vs WCMFX (6 years). ROFCX (2.34) is less costly to investors than WCMFX (1.45). ROFCX is a more actively managed with annual turnover of: 35.00 vs. WCMFX (15.00). ROFCX has a lower initial minimum investment than WCMFX: ROFCX (2000) vs WCMFX (100000). ROFCX annual gain was more profitable for investors over the last year : 5.37 vs. WCMFX (-15.60). ROFCX (38.70) and WCMFX (37.31) have equivalent 5 years return.
| ROFCX | WCMFX | ROFCX / WCMFX | |
| Total Expense Ratio | 2.24 | 0.90 | 249% |
| Annual Report Gross Expense Ratio | 2.34 | 1.45 | 161% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 7.679 | -2.003 | -383% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 60.7M | 1,827% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.37 | -15.60 | -34% |
| Returns for 3 years | 20.95 | 18.83 | 111% |
| Returns for 5 years | 38.70 | 37.31 | 104% |
| Returns for 10 years | 21.64 | N/A | - |
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