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ROFIX vs WCMJX
ROFIX vs WCMJX Comparison
Open Charts ROFIX vs WCMJX
Royce Small-Cap Opportunity Instl
Price$17.03
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets1.09B
WCM SMID Quality Val Fd Investor
Price$11.71
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets62.37M
ROFIX vs WCMJX Comparison Chart in %
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ROFIX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
ROFIX has more cash in the bank: 1.09B vs. WCMJX (62.4M). 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 : 2.90 vs. WCMJX (-14.78). ROFIX return over 5 years is better than : 40.42 vs. WCMJX (29.37).
| 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 | 6.905 | -0.170 | -4,067% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -14.78 | -20% |
| Returns for 3 years | 16.04 | 16.21 | 99% |
| Returns for 5 years | 40.42 | 29.37 | 138% |
| Returns for 10 years | 41.94 | N/A | - |
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