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RRSVX vs WCMFX
RRSVX vs WCMFX Comparison
Open Charts RRSVX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.47
Change+$0.11 (+0.97%)
VolumeN/A
Net Assets60.81M
RRSVX vs WCMFX Comparison Chart in %
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RRSVX vs. WCMFX commentary
Jun 27, 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: 60.8M vs. RRSVX (5.15M). RRSVX pays higher dividends than WCMFX: RRSVX (1.17) 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 : -2.08 vs. WCMFX (-14.00). RRSVX return over 5 years is better than : 63.87 vs. WCMFX (42.00).
| 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 | -8.222 | -5.175 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.15M | 60.8M | 8% |
| Annual Yield % from dividends | 1.17 | 0.00 | - |
| Returns for 1 year | -2.08 | -14.00 | 15% |
| Returns for 3 years | 19.32 | 10.83 | 178% |
| Returns for 5 years | 63.87 | 42.00 | 152% |
| Returns for 10 years | N/A | N/A | - |
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