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RVPHX vs WCMLX
RVPHX vs WCMLX Comparison
Open Charts RVPHX vs WCMLX
Royce Smaller-Companies Growth Invmt
Price$8.02
Change-$0.27 (-3.26%)
VolumeN/A
Net Assets187.33M
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
RVPHX vs WCMLX Comparison Chart
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RVPHX vs. WCMLX commentary
Feb 23, 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: 187M vs. WCMLX (40.2M). 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 : 16.81 vs. WCMLX (-1.40). WCMLX return over 5 years is better than : 15.29 vs. RVPHX (-6.85).
| 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 | 1.519 | -1.477 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 40.2M | 465% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 16.81 | -1.40 | -1,200% |
| Returns for 3 years | 18.17 | 7.19 | 253% |
| Returns for 5 years | -6.85 | 15.29 | -45% |
| Returns for 10 years | -45.96 | N/A | - |
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