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RSVIX vs WCMJX
RSVIX vs WCMJX Comparison
Open Charts RSVIX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$10.88
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets61.52M
RSVIX vs WCMJX Comparison Chart
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RSVIX vs. WCMJX commentary
May 12, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 61.5M vs. RSVIX (26.3M). RSVIX pays higher dividends than WCMJX: RSVIX (1.14) vs WCMJX (0.00). RSVIX was incepted earlier than WCMJX: RSVIX (10 years) vs WCMJX (6 years). WCMJX (1.52) is less costly to investors than RSVIX (1.37). RSVIX is a more actively managed with annual turnover of: 56.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than RSVIX: WCMJX (1000) vs RSVIX (100000). RSVIX annual gain was more profitable for investors over the last year : -9.05 vs. WCMJX (-16.82). RSVIX return over 5 years is better than : 58.23 vs. WCMJX (39.31).
| RSVIX | WCMJX | RSVIX / WCMJX | |
| Total Expense Ratio | 0.86 | 1.10 | 78% |
| Annual Report Gross Expense Ratio | 1.37 | 1.52 | 90% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | -10.710 | -7.640 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -16.82 | 54% |
| Returns for 3 years | 10.80 | 9.79 | 110% |
| Returns for 5 years | 58.23 | 39.31 | 148% |
| Returns for 10 years | 49.71 | N/A | - |
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