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RTRRX vs WCMFX
RTRRX vs WCMFX Comparison
Open Charts RTRRX vs WCMFX
Royce Small-Cap Total Return R
Price$7.82
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets905.08M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
RTRRX vs WCMFX Comparison Chart in %
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RTRRX vs. WCMFX commentary
Oct 18, 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 Buy.
FUNDAMENTALS
Fundamentals
RTRRX has more cash in the bank: 905M vs. WCMFX (21.7M). RTRRX pays higher dividends than WCMFX: RTRRX (2.05) vs WCMFX (0.00). RTRRX was incepted earlier than WCMFX: RTRRX (18 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 : -5.50 vs. WCMFX (-20.97). WCMFX return over 5 years is better than : 22.90 vs. RTRRX (-17.47).
| RTRRX | WCMFX | RTRRX / WCMFX | |
| Total Expense Ratio | 1.89 | 0.90 | 210% |
| Annual Report Gross Expense Ratio | 1.89 | 1.45 | 130% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -2.859 | -5.927 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 21.7M | 4,171% |
| Annual Yield % from dividends | 2.05 | 0.00 | - |
| Returns for 1 year | -5.50 | -20.97 | 26% |
| Returns for 3 years | 8.17 | 15.95 | 51% |
| Returns for 5 years | -17.47 | 22.90 | -76% |
| Returns for 10 years | -41.30 | N/A | - |
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