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RVPIX vs WCMLX
RVPIX vs WCMLX Comparison
Open Charts RVPIX vs WCMLX
Royce Smaller-Companies Growth Instl
Price$8.63
Change+$0.04 (+0.47%)
VolumeN/A
Net Assets192.6M
WCM Small Cap Growth Institutional
Price$12.46
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets42.18M
RVPIX vs WCMLX Comparison Chart in %
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RVPIX vs. WCMLX commentary
Jul 02, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RVPIX has more cash in the bank: 193M vs. WCMLX (42.2M). RVPIX pays higher dividends than WCMLX: RVPIX (0.96) vs WCMLX (0.00). RVPIX was incepted earlier than WCMLX: RVPIX (19 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than RVPIX (1.53). WCMLX is a more actively managed with annual turnover of: 83.00 vs. RVPIX (73.00). 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 : 21.31 vs. WCMLX (-0.08). WCMLX return over 5 years is better than : 19.48 vs. RVPIX (1.99).
| RVPIX | WCMLX | RVPIX / WCMLX | |
| Total Expense Ratio | 1.02 | 0.99 | 103% |
| Annual Report Gross Expense Ratio | 1.53 | 1.79 | 85% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 7.472 | -3.188 | -234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193M | 42.2M | 457% |
| Annual Yield % from dividends | 0.96 | 0.00 | - |
| Returns for 1 year | 21.31 | -0.08 | -26,551% |
| Returns for 3 years | 53.62 | 23.15 | 232% |
| Returns for 5 years | 1.99 | 19.48 | 10% |
| Returns for 10 years | -44.73 | N/A | - |
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