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ROFRX vs WCMFX
ROFRX vs WCMFX Comparison
Open Charts ROFRX vs WCMFX
Royce Small-Cap Opportunity R
Price$13.23
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.03B
WCM SMID Quality Val Fd Institutional
Price$11.45
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets60.2M
ROFRX vs WCMFX Comparison Chart in %
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ROFRX vs. WCMFX commentary
Aug 08, 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 ROFRX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ROFRX has more cash in the bank: 1.03B vs. WCMFX (60.2M). ROFRX (0.00) and WCMFX (0.00) have matching dividends . ROFRX was incepted earlier than WCMFX: ROFRX (18 years) vs WCMFX (6 years). ROFRX (1.85) is less costly to investors than WCMFX (1.45). ROFRX is a more actively managed with annual turnover of: 35.00 vs. WCMFX (15.00). ROFRX has a lower initial minimum investment than WCMFX: ROFRX (2000) vs WCMFX (100000). ROFRX annual gain was more profitable for investors over the last year : 2.16 vs. WCMFX (-12.48). ROFRX (27.21) and WCMFX (25.96) have equivalent 5 years return.
| ROFRX | WCMFX | ROFRX / WCMFX | |
| Total Expense Ratio | 1.85 | 0.90 | 206% |
| Annual Report Gross Expense Ratio | 1.85 | 1.45 | 128% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -1.416 | -4.007 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 60.2M | 1,713% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.16 | -12.48 | -17% |
| Returns for 3 years | 2.08 | 6.98 | 30% |
| Returns for 5 years | 27.21 | 25.96 | 105% |
| Returns for 10 years | 11.65 | N/A | - |
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