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RUDAX vs WCMFX
RUDAX vs WCMFX Comparison
Open Charts RUDAX vs WCMFX
BNY Mellon Sm Cp Val A
Price$20.91
Change-$0.17 (-0.81%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.02
Change-$0.14 (-0.99%)
VolumeN/A
CapitalizationN/A
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RUDAX vs WCMFX Comparison Chart
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RUDAX vs. WCMFX commentary
Sep 21, 2024
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 RUDAX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RUDAX has more cash in the bank: 103M vs. WCMFX (77.1M). RUDAX pays higher dividends than WCMFX: RUDAX (0.51) vs WCMFX (0.00). RUDAX was incepted earlier than WCMFX: RUDAX (8 years) vs WCMFX (5 years). RUDAX is a more actively managed with annual turnover of: 43.28 vs. WCMFX (22.00). RUDAX has a lower initial minimum investment than WCMFX: RUDAX (1000) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 22.49 vs. RUDAX (8.61).
| RUDAX | WCMFX | RUDAX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 6.430 | 13.573 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 77.1M | 134% |
| Annual Yield % from dividends | 0.51 | 0.00 | - |
| Returns for 1 year | 8.61 | 22.49 | 38% |
| Returns for 3 years | -14.57 | 20.36 | -72% |
| Returns for 5 years | 2.75 | N/A | - |
| Returns for 10 years | 19.36 | N/A | - |
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