Interact to see
Advertisement
Advertisement
ROFIX vs WCMJX
ROFIX vs WCMJX Comparison
Open Charts ROFIX vs WCMJX
Royce Small-Cap Opportunity Instl
Price$15.77
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets1.04B
WCM SMID Quality Val Fd Investor
Price$11.29
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.41M
ROFIX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ROFIX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ROFIX has more cash in the bank: 1.04B vs. WCMJX (60.4M). ROFIX (0.00) and WCMJX (0.00) have matching dividends . ROFIX was incepted earlier than WCMJX: ROFIX (24 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than ROFIX (1.12). ROFIX is a more actively managed with annual turnover of: 35.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than ROFIX: WCMJX (1000) vs ROFIX (1000000). ROFIX annual gain was more profitable for investors over the last year : 1.22 vs. WCMJX (-14.04). ROFIX return over 5 years is better than : 31.65 vs. WCMJX (24.51).
| ROFIX | WCMJX | ROFIX / WCMJX | |
| Total Expense Ratio | 1.12 | 1.15 | 97% |
| Annual Report Gross Expense Ratio | 1.12 | 1.70 | 66% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -1.004 | -3.820 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -14.04 | -9% |
| Returns for 3 years | 5.09 | 7.19 | 71% |
| Returns for 5 years | 31.65 | 24.51 | 129% |
| Returns for 10 years | 24.59 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement