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ROFRX vs WCMFX
ROFRX vs WCMFX Comparison
Open Charts ROFRX vs WCMFX
Royce Small-Cap Opportunity R
Price$14.37
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets1.09B
WCM SMID Quality Val Fd Institutional
Price$11.98
Change-$0.07 (-0.58%)
VolumeN/A
Net Assets62.37M
ROFRX vs WCMFX Comparison Chart in %
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ROFRX vs. WCMFX commentary
Aug 29, 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 Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
ROFRX has more cash in the bank: 1.09B vs. WCMFX (62.4M). 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 : 3.60 vs. WCMFX (-13.62). ROFRX return over 5 years is better than : 36.47 vs. WCMFX (32.27).
| 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 | 7.079 | 0.584 | 1,212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| 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 | 3.60 | -13.62 | -26% |
| Returns for 3 years | 12.35 | 17.33 | 71% |
| Returns for 5 years | 36.47 | 32.27 | 113% |
| Returns for 10 years | 26.94 | N/A | - |
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