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RTRRX vs WCMJX
RTRRX vs WCMJX Comparison
Open Charts RTRRX vs WCMJX
Royce Small-Cap Total Return R
Price$7.55
Change+$0.02 (+0.27%)
VolumeN/A
Net Assets863.51M
WCM SMID Quality Val Fd Investor
Price$3.18
Change+$0.01 (+0.32%)
VolumeN/A
Net Assets5.92M
RTRRX vs WCMJX Comparison Chart in %
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RTRRX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
RTRRX has more cash in the bank: 864M vs. WCMJX (5.92M). RTRRX pays higher dividends than WCMJX: RTRRX (2.14) vs WCMJX (0.00). RTRRX was incepted earlier than WCMJX: RTRRX (19 years) vs WCMJX (6 years). RTRRX (1.89) is less costly to investors than WCMJX (1.70). RTRRX is a more actively managed with annual turnover of: 51.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than RTRRX: WCMJX (1000) vs RTRRX (2000). RTRRX annual gain was more profitable for investors over the last year : -11.08 vs. WCMJX (-77.39). RTRRX return over 5 years is better than : -26.99 vs. WCMJX (-67.35).
| RTRRX | WCMJX | RTRRX / WCMJX | |
| Total Expense Ratio | 1.89 | 1.15 | 164% |
| Annual Report Gross Expense Ratio | 1.89 | 1.70 | 111% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -6.213 | -73.090 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -77.39 | 14% |
| Returns for 3 years | -2.79 | -68.98 | 4% |
| Returns for 5 years | -26.99 | -67.35 | 40% |
| Returns for 10 years | -43.76 | N/A | - |
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