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RSEIX vs WCMJX
RSEIX vs WCMJX Comparison
Open Charts RSEIX vs WCMJX
Royce Small-Cap Special Equity Instl
Price$15.57
Change+$0.16 (+1.04%)
VolumeN/A
Net Assets503.85M
WCM SMID Quality Val Fd Investor
Price$11.60
Change+$0.15 (+1.31%)
VolumeN/A
Net Assets60.68M
RSEIX vs WCMJX Comparison Chart in %
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RSEIX vs. WCMJX commentary
Sep 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RSEIX has more cash in the bank: 504M vs. WCMJX (60.7M). RSEIX pays higher dividends than WCMJX: RSEIX (2.45) 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 : -7.14 vs. WCMJX (-16.42). WCMJX return over 5 years is better than : 34.39 vs. RSEIX (2.14).
| 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 | 3.455 | -2.801 | -123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 504M | 60.7M | 830% |
| Annual Yield % from dividends | 2.45 | 0.00 | - |
| Returns for 1 year | -7.14 | -16.42 | 43% |
| Returns for 3 years | -1.89 | 15.89 | -12% |
| Returns for 5 years | 2.14 | 34.39 | 6% |
| Returns for 10 years | -15.00 | N/A | - |
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