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ROFRX vs WCMJX
ROFRX vs WCMJX Comparison
Open Charts ROFRX vs WCMJX
Royce Small-Cap Opportunity R
Price$14.37
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets1.09B
WCM SMID Quality Val Fd Investor
Price$11.76
Change-$0.07 (-0.59%)
VolumeN/A
Net Assets62.37M
ROFRX vs WCMJX Comparison Chart in %
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ROFRX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
ROFRX has more cash in the bank: 1.09B vs. WCMJX (62.4M). ROFRX (0.00) and WCMJX (0.00) have matching dividends . ROFRX was incepted earlier than WCMJX: ROFRX (18 years) vs WCMJX (6 years). ROFRX (1.85) is less costly to investors than WCMJX (1.70). ROFRX is a more actively managed with annual turnover of: 35.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than ROFRX: WCMJX (1000) vs ROFRX (2000). ROFRX annual gain was more profitable for investors over the last year : 3.60 vs. WCMJX (-14.03). ROFRX return over 5 years is better than : 36.47 vs. WCMJX (30.14).
| ROFRX | WCMJX | ROFRX / WCMJX | |
| Total Expense Ratio | 1.85 | 1.15 | 161% |
| Annual Report Gross Expense Ratio | 1.85 | 1.70 | 109% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 7.079 | 0.424 | 1,668% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -14.03 | -26% |
| Returns for 3 years | 12.35 | 16.21 | 76% |
| Returns for 5 years | 36.47 | 30.14 | 121% |
| Returns for 10 years | 26.94 | N/A | - |
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