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RSMRX vs WCMNX
RSMRX vs WCMNX Comparison
Open Charts RSMRX vs WCMNX
RBC SMID Cap Growth R6
Price$14.58
Change-$0.08 (-0.55%)
VolumeN/A
Net Assets146.75M
WCM Small Cap Growth Investor
Price$11.28
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets40.78M
RSMRX vs WCMNX Comparison Chart
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RSMRX vs. WCMNX commentary
Mar 13, 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 RSMRX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
RSMRX has more cash in the bank: 147M vs. WCMNX (40.8M). RSMRX (0.00) and WCMNX (0.00) have matching dividends . RSMRX was incepted earlier than WCMNX: RSMRX (8 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than RSMRX (0.98). WCMNX is a more actively managed with annual turnover of: 48.00 vs. RSMRX (16.00). WCMNX has a lower initial minimum investment than RSMRX: WCMNX (1000) vs RSMRX (250000). RSMRX annual gain was more profitable for investors over the last year : -8.09 vs. WCMNX (-12.92). WCMNX return over 5 years is better than : 49.14 vs. RSMRX (30.20).
| RSMRX | WCMNX | RSMRX / WCMNX | |
| Total Expense Ratio | 0.77 | 1.24 | 62% |
| Annual Report Gross Expense Ratio | 0.98 | 2.11 | 46% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -9.562 | -11.269 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 40.8M | 360% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.09 | -12.92 | 63% |
| Returns for 3 years | -2.20 | -1.05 | 209% |
| Returns for 5 years | 30.20 | 49.14 | 61% |
| Returns for 10 years | N/A | N/A | - |
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