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RVPHX vs WCMLX
RVPHX vs WCMLX Comparison
Open Charts RVPHX vs WCMLX
Royce Smaller-Companies Growth Invmt
Price$6.99
Change-$0.43 (-5.80%)
VolumeN/A
Net Assets171.36M
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
RVPHX vs WCMLX Comparison Chart
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RVPHX vs. WCMLX commentary
Apr 05, 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 RVPHX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RVPHX has more cash in the bank: 171M vs. WCMLX (41.6M). RVPHX pays higher dividends than WCMLX: RVPHX (1.07) vs WCMLX (0.00). RVPHX was incepted earlier than WCMLX: RVPHX (18 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than RVPHX (1.27). RVPHX has a lower initial minimum investment than WCMLX: RVPHX (2000) vs WCMLX (100000). RVPHX annual gain was more profitable for investors over the last year : 4.60 vs. WCMLX (-9.95). WCMLX return over 5 years is better than : 62.99 vs. RVPHX (29.57).
| RVPHX | WCMLX | RVPHX / WCMLX | |
| Total Expense Ratio | 1.02 | 0.99 | 103% |
| Annual Report Gross Expense Ratio | 1.27 | 1.86 | 68% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | -6.076 | -9.253 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 41.6M | 411% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 4.60 | -9.95 | -46% |
| Returns for 3 years | 0.39 | -6.42 | -6% |
| Returns for 5 years | 29.57 | 62.99 | 47% |
| Returns for 10 years | -50.83 | N/A | - |
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