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RVPHX vs WCMLX
RVPHX vs WCMLX Comparison
Open Charts RVPHX vs WCMLX
Royce Smaller-Companies Growth Invmt
Price$8.32
Change-$0.05 (-0.60%)
VolumeN/A
Net Assets197.45M
WCM Small Cap Growth Institutional
Price$13.79
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets42.84M
RVPHX vs WCMLX Comparison Chart
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RVPHX vs. WCMLX commentary
Jan 24, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RVPHX has more cash in the bank: 197M vs. WCMLX (42.8M). RVPHX (0.00) and WCMLX (0.00) have matching dividends . RVPHX was incepted earlier than WCMLX: RVPHX (18 years) vs WCMLX (5 years). RVPHX is a more actively managed with annual turnover of: 65.00 vs. WCMLX (48.00). 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 : 26.28 vs. WCMLX (11.39). WCMLX return over 5 years is better than : 28.64 vs. RVPHX (-0.27).
| RVPHX | WCMLX | RVPHX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | 5.316 | 7.232 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197M | 42.8M | 460% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 26.28 | 11.39 | 231% |
| Returns for 3 years | 16.47 | 15.01 | 110% |
| Returns for 5 years | -0.27 | 28.64 | -1% |
| Returns for 10 years | -40.23 | N/A | - |
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