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RRSVX vs WCMFX
RRSVX vs WCMFX Comparison
Open Charts RRSVX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.09M
RRSVX vs WCMFX Comparison Chart
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RRSVX vs. WCMFX commentary
Jan 19, 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: 69.1M vs. RRSVX (32.6M). RRSVX pays higher dividends than WCMFX: RRSVX (1.18) vs WCMFX (0.00). RRSVX was incepted earlier than WCMFX: RRSVX (8 years) vs WCMFX (5 years). RRSVX is a more actively managed with annual turnover of: 55.00 vs. WCMFX (22.00). 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 : 13.61 vs. WCMFX (5.50). RRSVX return over 5 years is better than : 34.05 vs. WCMFX (16.43).
| RRSVX | WCMFX | RRSVX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 2.613 | 4.090 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6M | 69.1M | 47% |
| Annual Yield % from dividends | 1.18 | 0.00 | - |
| Returns for 1 year | 13.61 | 5.50 | 247% |
| Returns for 3 years | 16.89 | 12.85 | 131% |
| Returns for 5 years | 34.05 | 16.43 | 207% |
| Returns for 10 years | N/A | N/A | - |
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