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RSEFX vs WCMFX
RSEFX vs WCMFX Comparison
Open Charts RSEFX vs WCMFX
Royce Small-Cap Special Equity Svc
Price$15.62
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets509.17M
WCM SMID Quality Val Fd Institutional
Price$11.83
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets61.78M
RSEFX vs WCMFX Comparison Chart in %
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RSEFX vs. WCMFX commentary
Sep 07, 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 RSEFX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
RSEFX has more cash in the bank: 509M vs. WCMFX (61.8M). RSEFX pays higher dividends than WCMFX: RSEFX (2.09) vs WCMFX (0.00). RSEFX was incepted earlier than WCMFX: RSEFX (22 years) vs WCMFX (6 years). RSEFX (1.58) is less costly to investors than WCMFX (1.45). WCMFX is a more actively managed with annual turnover of: 15.00 vs. RSEFX (5.00). RSEFX has a lower initial minimum investment than WCMFX: RSEFX (2000) vs WCMFX (100000). RSEFX annual gain was more profitable for investors over the last year : -4.77 vs. WCMFX (-12.15). WCMFX return over 5 years is better than : 34.80 vs. RSEFX (-1.22).
| RSEFX | WCMFX | RSEFX / WCMFX | |
| Total Expense Ratio | 1.49 | 0.90 | 166% |
| Annual Report Gross Expense Ratio | 1.58 | 1.45 | 109% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 2.763 | -0.417 | -662% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 509M | 61.8M | 824% |
| Annual Yield % from dividends | 2.09 | 0.00 | - |
| Returns for 1 year | -4.77 | -12.15 | 39% |
| Returns for 3 years | -3.46 | 20.63 | -17% |
| Returns for 5 years | -1.22 | 34.80 | -4% |
| Returns for 10 years | -19.13 | N/A | - |
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