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RRSVX vs WCMFX
RRSVX vs WCMFX Comparison
Open Charts RRSVX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.61
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets61.07M
RRSVX vs WCMFX Comparison Chart in %
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RRSVX vs. WCMFX commentary
Jul 22, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 61.1M vs. RRSVX (4.87M). RRSVX pays higher dividends than WCMFX: RRSVX (1.12) vs WCMFX (0.00). RRSVX was incepted earlier than WCMFX: RRSVX (9 years) vs WCMFX (6 years). RRSVX (34.71) 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 : -5.56 vs. WCMFX (-15.01). RRSVX return over 5 years is better than : 60.11 vs. WCMFX (32.99).
| RRSVX | WCMFX | RRSVX / WCMFX | |
| Total Expense Ratio | 0.81 | 0.90 | 90% |
| Annual Report Gross Expense Ratio | 34.71 | 1.45 | 2,394% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -4.334 | -3.088 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87M | 61.1M | 8% |
| Annual Yield % from dividends | 1.12 | 0.00 | - |
| Returns for 1 year | -5.56 | -15.01 | 37% |
| Returns for 3 years | 22.46 | 11.31 | 199% |
| Returns for 5 years | 60.11 | 32.99 | 182% |
| Returns for 10 years | N/A | N/A | - |
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