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RRSVX vs WCMFX
RRSVX vs WCMFX Comparison
Open Charts RRSVX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.38
Change+$0.08 (+0.71%)
VolumeN/A
Net Assets61.63M
RRSVX vs WCMFX Comparison Chart
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RRSVX vs. WCMFX commentary
Mar 09, 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: 61.6M vs. RRSVX (29.4M). RRSVX pays higher dividends than WCMFX: RRSVX (1.08) vs WCMFX (0.00). RRSVX was incepted earlier than WCMFX: RRSVX (8 years) vs WCMFX (5 years). RRSVX (34.71) is less costly to investors than WCMFX (1.27). RRSVX is a more actively managed with annual turnover of: 56.00 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 : -4.99 vs. WCMFX (-14.78). RRSVX return over 5 years is better than : 47.66 vs. WCMFX (25.84).
| RRSVX | WCMFX | RRSVX / WCMFX | |
| Total Expense Ratio | 0.81 | 0.85 | 95% |
| Annual Report Gross Expense Ratio | 34.71 | 1.27 | 2,733% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -6.756 | -5.676 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 61.6M | 48% |
| Annual Yield % from dividends | 1.08 | 0.00 | - |
| Returns for 1 year | -4.99 | -14.78 | 34% |
| Returns for 3 years | 9.98 | 7.21 | 138% |
| Returns for 5 years | 47.66 | 25.84 | 184% |
| Returns for 10 years | N/A | N/A | - |
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