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RSEFX vs WCMJX
RSEFX vs WCMJX Comparison
Open Charts RSEFX vs WCMJX
Royce Small-Cap Special Equity Svc
Price$14.30
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets473.7M
WCM SMID Quality Val Fd Investor
Price$11.15
Change-$0.09 (-0.80%)
VolumeN/A
Net Assets59.44M
RSEFX vs WCMJX Comparison Chart in %
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RSEFX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSEFX has more cash in the bank: 474M vs. WCMJX (59.4M). RSEFX pays higher dividends than WCMJX: RSEFX (2.22) vs WCMJX (0.00). RSEFX was incepted earlier than WCMJX: RSEFX (22 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than RSEFX (1.58). WCMJX is a more actively managed with annual turnover of: 15.00 vs. RSEFX (5.00). WCMJX has a lower initial minimum investment than RSEFX: WCMJX (1000) vs RSEFX (2000). RSEFX annual gain was more profitable for investors over the last year : -13.64 vs. WCMJX (-16.60). WCMJX return over 5 years is better than : 22.53 vs. RSEFX (-8.37).
| RSEFX | WCMJX | RSEFX / WCMJX | |
| Total Expense Ratio | 1.49 | 1.15 | 130% |
| Annual Report Gross Expense Ratio | 1.58 | 1.70 | 93% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | -5.921 | -5.348 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -16.60 | 82% |
| Returns for 3 years | -14.66 | 6.29 | -233% |
| Returns for 5 years | -8.37 | 22.53 | -37% |
| Returns for 10 years | -27.44 | N/A | - |
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