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RVPIX vs WCMLX
RVPIX vs WCMLX Comparison
Open Charts RVPIX vs WCMLX
Royce Smaller-Companies Growth Instl
Price$6.77
Change-$0.33 (-4.65%)
VolumeN/A
Net Assets161.29M
WCM Small Cap Growth Institutional
Price$10.31
Change-$0.50 (-4.63%)
VolumeN/A
Net Assets38.5M
RVPIX vs WCMLX Comparison Chart
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RVPIX 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 RVPIX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RVPIX has more cash in the bank: 161M vs. WCMLX (38.5M). RVPIX pays higher dividends than WCMLX: RVPIX (1.06) vs WCMLX (0.00). RVPIX was incepted earlier than WCMLX: RVPIX (19 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than RVPIX (1.53). WCMLX has a lower initial minimum investment than RVPIX: WCMLX (100000) vs RVPIX (1000000). RVPIX annual gain was more profitable for investors over the last year : 4.53 vs. WCMLX (-9.95). WCMLX return over 5 years is better than : 62.99 vs. RVPIX (29.64).
| RVPIX | WCMLX | RVPIX / WCMLX | |
| Total Expense Ratio | 1.02 | 0.99 | 103% |
| Annual Report Gross Expense Ratio | 1.53 | 1.86 | 82% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | -6.102 | -9.253 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 38.5M | 418% |
| Annual Yield % from dividends | 1.06 | 0.00 | - |
| Returns for 1 year | 4.53 | -9.95 | -46% |
| Returns for 3 years | 0.53 | -6.42 | -8% |
| Returns for 5 years | 29.64 | 62.99 | 47% |
| Returns for 10 years | -50.42 | N/A | - |