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RSEIX vs WCMJX
RSEIX vs WCMJX Comparison
Open Charts RSEIX vs WCMJX
Royce Small-Cap Special Equity Instl
Price$14.19
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 Assets59.87M
RSEIX vs WCMJX Comparison Chart in %
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RSEIX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RSEIX has more cash in the bank: 474M vs. WCMJX (59.9M). RSEIX pays higher dividends than WCMJX: RSEIX (2.60) vs WCMJX (0.00). RSEIX was incepted earlier than WCMJX: RSEIX (22 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than RSEIX (1.13). WCMJX is a more actively managed with annual turnover of: 15.00 vs. RSEIX (5.00). WCMJX has a lower initial minimum investment than RSEIX: WCMJX (1000) vs RSEIX (1000000). RSEIX annual gain was more profitable for investors over the last year : -13.40 vs. WCMJX (-15.93). WCMJX return over 5 years is better than : 23.52 vs. RSEIX (-6.92).
| RSEIX | WCMJX | RSEIX / WCMJX | |
| Total Expense Ratio | 1.13 | 1.15 | 98% |
| Annual Report Gross Expense Ratio | 1.13 | 1.70 | 66% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | -5.714 | -4.584 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -15.93 | 84% |
| Returns for 3 years | -13.83 | 7.15 | -193% |
| Returns for 5 years | -6.92 | 23.52 | -29% |
| Returns for 10 years | -25.43 | N/A | - |
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