Interact to see
Advertisement
Advertisement
RSEIX vs WCMFX
RSEIX vs WCMFX Comparison
Open Charts RSEIX vs WCMFX
Royce Small-Cap Special Equity Instl
Price$14.19
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 Assets59.87M
RSEIX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RSEIX vs. WCMFX commentary
Aug 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 RSEIX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSEIX has more cash in the bank: 474M vs. WCMFX (59.9M). RSEIX pays higher dividends than WCMFX: RSEIX (2.60) vs WCMFX (0.00). RSEIX was incepted earlier than WCMFX: RSEIX (22 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than RSEIX (1.13). WCMFX is a more actively managed with annual turnover of: 15.00 vs. RSEIX (5.00). WCMFX has a lower initial minimum investment than RSEIX: WCMFX (100000) vs RSEIX (1000000). RSEIX annual gain was more profitable for investors over the last year : -13.40 vs. WCMFX (-15.56). WCMFX return over 5 years is better than : 25.41 vs. RSEIX (-6.92).
| RSEIX | WCMFX | RSEIX / WCMFX | |
| Total Expense Ratio | 1.13 | 0.90 | 126% |
| Annual Report Gross Expense Ratio | 1.13 | 1.45 | 78% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | -5.714 | -4.424 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 59.9M | 791% |
| Annual Yield % from dividends | 2.60 | 0.00 | - |
| Returns for 1 year | -13.40 | -15.56 | 86% |
| Returns for 3 years | -13.83 | 8.22 | -168% |
| Returns for 5 years | -6.92 | 25.41 | -27% |
| Returns for 10 years | -25.43 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement