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RSPYX vs WCMFX
RSPYX vs WCMFX Comparison
Open Charts RSPYX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.67
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets60.68M
RSPYX vs WCMFX Comparison Chart in %
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RSPYX vs. WCMFX 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 RSPYX is a Buy and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
RSPYX has more cash in the bank: 566M vs. WCMFX (60.7M). RSPYX pays higher dividends than WCMFX: RSPYX (0.69) vs WCMFX (0.00). RSPYX was incepted earlier than WCMFX: RSPYX (18 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than RSPYX (1.05). RSPYX is a more actively managed with annual turnover of: 48.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than RSPYX: WCMFX (100000) vs RSPYX (1000000). RSPYX annual gain was more profitable for investors over the last year : -2.17 vs. WCMFX (-15.60). RSPYX return over 5 years is better than : 59.79 vs. WCMFX (37.31).
| RSPYX | WCMFX | RSPYX / WCMFX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.05 | 1.45 | 72% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 1.285 | -2.003 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 60.7M | 932% |
| Annual Yield % from dividends | 0.69 | 0.00 | - |
| Returns for 1 year | -2.17 | -15.60 | 14% |
| Returns for 3 years | 21.89 | 18.83 | 116% |
| Returns for 5 years | 59.79 | 37.31 | 160% |
| Returns for 10 years | 14.31 | N/A | - |
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