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ROFIX vs WCMFX
ROFIX vs WCMFX Comparison
Open Charts ROFIX vs WCMFX
Royce Small-Cap Opportunity Instl
Price$15.77
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets1.04B
WCM SMID Quality Val Fd Institutional
Price$11.50
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.41M
ROFIX vs WCMFX Comparison Chart in %
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ROFIX vs. WCMFX commentary
Aug 07, 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 ROFIX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ROFIX has more cash in the bank: 1.04B vs. WCMFX (60.4M). ROFIX (0.00) and WCMFX (0.00) have matching dividends . ROFIX was incepted earlier than WCMFX: ROFIX (24 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than ROFIX (1.12). ROFIX is a more actively managed with annual turnover of: 35.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than ROFIX: WCMFX (100000) vs ROFIX (1000000). ROFIX annual gain was more profitable for investors over the last year : 1.22 vs. WCMFX (-13.62). ROFIX return over 5 years is better than : 31.65 vs. WCMFX (26.40).
| ROFIX | WCMFX | ROFIX / WCMFX | |
| Total Expense Ratio | 1.12 | 0.90 | 124% |
| Annual Report Gross Expense Ratio | 1.12 | 1.45 | 77% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -1.004 | -3.673 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 60.4M | 1,715% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.22 | -13.62 | -9% |
| Returns for 3 years | 5.09 | 8.26 | 62% |
| Returns for 5 years | 31.65 | 26.40 | 120% |
| Returns for 10 years | 24.59 | N/A | - |
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