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RRSVX vs WCMJX
RRSVX vs WCMJX Comparison
Open Charts RRSVX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$11.19
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets61.63M
RRSVX vs WCMJX Comparison Chart
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RRSVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 61.6M vs. RRSVX (29.4M). RRSVX pays higher dividends than WCMJX: RRSVX (1.08) vs WCMJX (0.00). RRSVX was incepted earlier than WCMJX: RRSVX (8 years) vs WCMJX (5 years). RRSVX (34.71) is less costly to investors than WCMJX (1.52). RRSVX is a more actively managed with annual turnover of: 56.00 vs. WCMJX (22.00). 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 : -4.99 vs. WCMJX (-15.27). RRSVX return over 5 years is better than : 47.66 vs. WCMJX (23.75).
| RRSVX | WCMJX | RRSVX / WCMJX | |
| Total Expense Ratio | 0.81 | 1.10 | 74% |
| Annual Report Gross Expense Ratio | 34.71 | 1.52 | 2,284% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -6.756 | -5.772 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| 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 | -15.27 | 33% |
| Returns for 3 years | 9.98 | 6.12 | 163% |
| Returns for 5 years | 47.66 | 23.75 | 201% |
| Returns for 10 years | N/A | N/A | - |
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