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ROFCX vs WCMFX
ROFCX vs WCMFX Comparison
Open Charts ROFCX vs WCMFX
Royce Small-Cap Opportunity Consult
Price$11.79
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets1.04B
WCM SMID Quality Val Fd Institutional
Price$11.36
Change-$0.09 (-0.79%)
VolumeN/A
Net Assets59.87M
ROFCX vs WCMFX Comparison Chart in %
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ROFCX vs. WCMFX commentary
Aug 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 ROFCX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ROFCX has more cash in the bank: 1.04B vs. WCMFX (59.9M). 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 : 0.34 vs. WCMFX (-15.56). ROFCX (25.69) and WCMFX (25.41) 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 | -0.506 | -4.424 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 59.9M | 1,736% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.34 | -15.56 | -2% |
| Returns for 3 years | 3.69 | 8.22 | 45% |
| Returns for 5 years | 25.69 | 25.41 | 101% |
| Returns for 10 years | 7.67 | N/A | - |
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