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RRSVX vs WCMFX
RRSVX vs WCMFX Comparison
Open Charts RRSVX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.78
Change-$0.19 (-1.59%)
VolumeN/A
Net Assets60.59M
RRSVX vs WCMFX Comparison Chart in %
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RRSVX vs. WCMFX commentary
Sep 13, 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 RRSVX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 60.6M vs. RRSVX (3.87M). RRSVX pays higher dividends than WCMFX: RRSVX (1.05) vs WCMFX (0.00). RRSVX was incepted earlier than WCMFX: RRSVX (9 years) vs WCMFX (6 years). RRSVX (30.87) is less costly to investors than WCMFX (1.45). RRSVX is a more actively managed with annual turnover of: 56.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than RRSVX: WCMFX (100000) vs RRSVX (250000). RRSVX annual gain was more profitable for investors over the last year : 3.09 vs. WCMFX (-11.92). RRSVX return over 5 years is better than : 69.09 vs. WCMFX (39.84).
| RRSVX | WCMFX | RRSVX / WCMFX | |
| Total Expense Ratio | 0.81 | 0.90 | 90% |
| Annual Report Gross Expense Ratio | 30.87 | 1.45 | 2,129% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -0.255 | -0.083 | 305% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.87M | 60.6M | 6% |
| Annual Yield % from dividends | 1.05 | 0.00 | - |
| Returns for 1 year | 3.09 | -11.92 | -26% |
| Returns for 3 years | 26.61 | 19.34 | 138% |
| Returns for 5 years | 69.09 | 39.84 | 173% |
| Returns for 10 years | N/A | N/A | - |
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