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RRSVX vs WCMFX
RRSVX vs WCMFX Comparison
Open Charts RRSVX vs WCMFX
RBC Small Cap Value R6
Price$15.82
Change-$0.65 (-3.95%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
RRSVX vs WCMFX Comparison Chart
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RRSVX vs. WCMFX commentary
Dec 19, 2024
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: 69M vs. RRSVX (32.5M). 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 : 13.83 vs. WCMFX (3.56). RRSVX return over 5 years is better than : 35.39 vs. WCMFX (19.14).
| 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 | 11.729 | 2.289 | 512% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5M | 69M | 47% |
| Annual Yield % from dividends | 1.18 | 0.00 | - |
| Returns for 1 year | 13.83 | 3.56 | 389% |
| Returns for 3 years | 23.96 | 11.50 | 208% |
| Returns for 5 years | 35.39 | 19.14 | 185% |
| Returns for 10 years | N/A | N/A | - |
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