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RVPIX vs WCMNX
RVPIX vs WCMNX Comparison
Open Charts RVPIX vs WCMNX
Royce Smaller-Companies Growth Instl
Price$7.88
Change+$0.06 (+0.77%)
VolumeN/A
Net Assets174.92M
WCM Small Cap Growth Investor
Price$11.58
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets41.98M
RVPIX vs WCMNX Comparison Chart
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RVPIX vs. WCMNX commentary
May 12, 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 StrongBuy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RVPIX has more cash in the bank: 175M vs. WCMNX (42M). RVPIX pays higher dividends than WCMNX: RVPIX (1.06) vs WCMNX (0.00). RVPIX was incepted earlier than WCMNX: RVPIX (19 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than RVPIX (1.53). WCMNX is a more actively managed with annual turnover of: 83.00 vs. RVPIX (73.00). WCMNX has a lower initial minimum investment than RVPIX: WCMNX (1000) vs RVPIX (1000000). RVPIX annual gain was more profitable for investors over the last year : 11.08 vs. WCMNX (-7.21). WCMNX return over 5 years is better than : 20.50 vs. RVPIX (3.42).
| RVPIX | WCMNX | RVPIX / WCMNX | |
| Total Expense Ratio | 1.02 | 1.24 | 82% |
| Annual Report Gross Expense Ratio | 1.53 | 2.11 | 73% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | -1.868 | -8.747 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 42M | 417% |
| Annual Yield % from dividends | 1.06 | 0.00 | - |
| Returns for 1 year | 11.08 | -7.21 | -154% |
| Returns for 3 years | 43.56 | 14.20 | 307% |
| Returns for 5 years | 3.42 | 20.50 | 17% |
| Returns for 10 years | -47.26 | N/A | - |
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