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RSVIX vs WCMFX
RSVIX vs WCMFX Comparison
Open Charts RSVIX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.08
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.52M
RSVIX vs WCMFX Comparison Chart
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RSVIX vs. WCMFX commentary
May 11, 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 RSVIX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 61.5M vs. RSVIX (26.3M). RSVIX pays higher dividends than WCMFX: RSVIX (1.14) vs WCMFX (0.00). RSVIX was incepted earlier than WCMFX: RSVIX (10 years) vs WCMFX (6 years). RSVIX (1.37) is less costly to investors than WCMFX (1.27). RSVIX is a more actively managed with annual turnover of: 56.00 vs. WCMFX (15.00). RSVIX (100000) and WCMFX (100000) have matching initial minimum investment requirements. RSVIX annual gain was more profitable for investors over the last year : -9.05 vs. WCMFX (-16.44). RSVIX return over 5 years is better than : 58.23 vs. WCMFX (41.69).
| RSVIX | WCMFX | RSVIX / WCMFX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 1.37 | 1.27 | 108% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -10.710 | -7.513 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.3M | 61.5M | 43% |
| Annual Yield % from dividends | 1.14 | 0.00 | - |
| Returns for 1 year | -9.05 | -16.44 | 55% |
| Returns for 3 years | 10.80 | 10.91 | 99% |
| Returns for 5 years | 58.23 | 41.69 | 140% |
| Returns for 10 years | 49.71 | N/A | - |
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