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RRSVX vs WCMJX
RRSVX vs WCMJX Comparison
Open Charts RRSVX vs WCMJX
RBC Small Cap Value R6
Price$16.41
Change-$0.17 (-1.03%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$13.96
Change-$0.16 (-1.13%)
VolumeN/A
CapitalizationN/A
RRSVX vs WCMJX Comparison Chart
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RRSVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 76.5M vs. RRSVX (32.3M). RRSVX pays higher dividends than WCMJX: RRSVX (1.18) vs WCMJX (0.00). RRSVX was incepted earlier than WCMJX: RRSVX (8 years) vs WCMJX (5 years). RRSVX is a more actively managed with annual turnover of: 55.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than RRSVX: WCMJX (1000) vs RRSVX (250000). WCMJX annual gain was more profitable for investors over the last year : 27.61 vs. RRSVX (23.65). RRSVX (37.24) and WCMJX (36.06) have equivalent 5 years return.
| RRSVX | WCMJX | RRSVX / WCMJX | |
| 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 | 15.563 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| 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 | 27.61 | 86% |
| Returns for 3 years | 14.37 | 9.92 | 145% |
| Returns for 5 years | 37.24 | 36.06 | 103% |
| Returns for 10 years | N/A | N/A | - |
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