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RRSVX vs WCMJX
RRSVX vs WCMJX Comparison
Open Charts RRSVX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$10.32
Change+$0.14 (+1.38%)
VolumeN/A
Net Assets59.43M
RRSVX vs WCMJX Comparison Chart
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RRSVX vs. WCMJX commentary
Apr 25, 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 59.4M vs. RRSVX (25.3M). RRSVX pays higher dividends than WCMJX: RRSVX (1.14) 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 : -10.21 vs. WCMJX (-19.59). RRSVX return over 5 years is better than : 64.03 vs. WCMJX (42.98).
| 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 | -14.085 | -13.582 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.3M | 59.4M | 43% |
| Annual Yield % from dividends | 1.14 | 0.00 | - |
| Returns for 1 year | -10.21 | -19.59 | 52% |
| Returns for 3 years | 1.62 | -2.86 | -57% |
| Returns for 5 years | 64.03 | 42.98 | 149% |
| Returns for 10 years | N/A | N/A | - |
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