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ROFIX vs WCMFX
ROFIX vs WCMFX Comparison
Open Charts ROFIX vs WCMFX
Royce Small-Cap Opportunity Instl
Price$17.03
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets1.09B
WCM SMID Quality Val Fd Institutional
Price$11.93
Change-$0.05 (-0.42%)
VolumeN/A
Net Assets62.37M
ROFIX vs WCMFX Comparison Chart in %
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ROFIX vs. WCMFX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
ROFIX has more cash in the bank: 1.09B vs. WCMFX (62.4M). 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 : 2.90 vs. WCMFX (-14.37). ROFIX return over 5 years is better than : 40.42 vs. WCMFX (31.50).
| 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 | 6.905 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 62.4M | 1,748% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.90 | -14.37 | -20% |
| Returns for 3 years | 16.04 | 17.34 | 93% |
| Returns for 5 years | 40.42 | 31.50 | 128% |
| Returns for 10 years | 41.94 | N/A | - |
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