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RRSVX vs WCMJX
RRSVX vs WCMJX Comparison
Open Charts RRSVX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$11.26
Change+$0.10 (+0.90%)
VolumeN/A
Net Assets60.81M
RRSVX vs WCMJX Comparison Chart in %
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RRSVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 60.8M vs. RRSVX (5.15M). RRSVX pays higher dividends than WCMJX: RRSVX (1.17) vs WCMJX (0.00). RRSVX was incepted earlier than WCMJX: RRSVX (9 years) vs WCMJX (6 years). RRSVX (34.71) is less costly to investors than WCMJX (1.70). RRSVX is a more actively managed with annual turnover of: 56.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than RRSVX: WCMJX (1000) vs RRSVX (250000). RRSVX annual gain was more profitable for investors over the last year : -2.08 vs. WCMJX (-14.35). RRSVX return over 5 years is better than : 63.87 vs. WCMJX (39.67).
| RRSVX | WCMJX | RRSVX / WCMJX | |
| Total Expense Ratio | 0.81 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 34.71 | 1.70 | 2,042% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -8.222 | -5.263 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| 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 | -14.35 | 15% |
| Returns for 3 years | 19.32 | 9.84 | 196% |
| Returns for 5 years | 63.87 | 39.67 | 161% |
| Returns for 10 years | N/A | N/A | - |
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