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RTRRX vs WCMFX
RTRRX vs WCMFX Comparison
Open Charts RTRRX vs WCMFX
Royce Small-Cap Total Return R
Price$7.55
Change+$0.02 (+0.27%)
VolumeN/A
Net Assets863.51M
WCM SMID Quality Val Fd Institutional
Price$3.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.92M
RTRRX vs WCMFX Comparison Chart in %
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RTRRX vs. WCMFX commentary
Nov 20, 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 RTRRX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
RTRRX has more cash in the bank: 864M vs. WCMFX (5.92M). RTRRX pays higher dividends than WCMFX: RTRRX (2.14) vs WCMFX (0.00). RTRRX was incepted earlier than WCMFX: RTRRX (19 years) vs WCMFX (6 years). RTRRX (1.89) is less costly to investors than WCMFX (1.45). RTRRX is a more actively managed with annual turnover of: 51.00 vs. WCMFX (15.00). RTRRX has a lower initial minimum investment than WCMFX: RTRRX (2000) vs WCMFX (100000). RTRRX annual gain was more profitable for investors over the last year : -11.08 vs. WCMFX (-76.30). RTRRX return over 5 years is better than : -26.99 vs. WCMFX (-65.40).
| RTRRX | WCMFX | RTRRX / WCMFX | |
| Total Expense Ratio | 1.89 | 0.90 | 210% |
| Annual Report Gross Expense Ratio | 1.89 | 1.45 | 130% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -6.213 | -71.870 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 864M | 5.92M | 14,597% |
| Annual Yield % from dividends | 2.14 | 0.00 | - |
| Returns for 1 year | -11.08 | -76.30 | 15% |
| Returns for 3 years | -2.79 | -67.31 | 4% |
| Returns for 5 years | -26.99 | -65.40 | 41% |
| Returns for 10 years | -43.76 | N/A | - |
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