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RSEFX vs WCMFX
RSEFX vs WCMFX Comparison
Open Charts RSEFX vs WCMFX
Royce Small-Cap Special Equity Svc
Price$14.30
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets473.7M
WCM SMID Quality Val Fd Institutional
Price$11.36
Change-$0.09 (-0.79%)
VolumeN/A
Net Assets59.44M
RSEFX vs WCMFX Comparison Chart in %
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RSEFX vs. WCMFX commentary
Aug 10, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSEFX has more cash in the bank: 474M vs. WCMFX (59.4M). RSEFX pays higher dividends than WCMFX: RSEFX (2.22) 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 : -13.64 vs. WCMFX (-16.22). WCMFX return over 5 years is better than : 24.42 vs. RSEFX (-8.37).
| 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 | -5.921 | -5.175 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 59.4M | 798% |
| Annual Yield % from dividends | 2.22 | 0.00 | - |
| Returns for 1 year | -13.64 | -16.22 | 84% |
| Returns for 3 years | -14.66 | 7.37 | -199% |
| Returns for 5 years | -8.37 | 24.42 | -34% |
| Returns for 10 years | -27.44 | N/A | - |
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