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RRSVX vs WCMFX
RRSVX vs WCMFX Comparison
Open Charts RRSVX vs WCMFX
RBC Small Cap Value R6
Price$16.41
Change-$0.17 (-1.03%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.16
Change-$0.17 (-1.19%)
VolumeN/A
CapitalizationN/A
RRSVX vs WCMFX Comparison Chart
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RRSVX vs. WCMFX commentary
Nov 18, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 76.5M vs. RRSVX (32.3M). 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). WCMFX annual gain was more profitable for investors over the last year : 27.91 vs. RRSVX (23.65). WCMFX (38.01) and RRSVX (37.24) have equivalent 5 years return.
| 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 | 9.987 | 15.781 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3M | 76.5M | 42% |
| Annual Yield % from dividends | 1.18 | 0.00 | - |
| Returns for 1 year | 23.65 | 27.91 | 85% |
| Returns for 3 years | 14.37 | 10.80 | 133% |
| Returns for 5 years | 37.24 | 38.01 | 98% |
| Returns for 10 years | N/A | N/A | - |
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