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RVVHX vs WCMFX
RVVHX vs WCMFX Comparison
Open Charts RVVHX vs WCMFX
Royce Small-Cap Value Investment
Price$10.91
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets104.32M
WCM SMID Quality Val Fd Institutional
Price$11.75
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets60.81M
RVVHX vs WCMFX Comparison Chart in %
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RVVHX vs. WCMFX commentary
Sep 16, 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 RVVHX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RVVHX has more cash in the bank: 104M vs. WCMFX (60.8M). RVVHX pays higher dividends than WCMFX: RVVHX (1.10) vs WCMFX (0.00). RVVHX was incepted earlier than WCMFX: RVVHX (19 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than RVVHX (1.34). RVVHX is a more actively managed with annual turnover of: 43.00 vs. WCMFX (15.00). RVVHX has a lower initial minimum investment than WCMFX: RVVHX (2000) vs WCMFX (100000). RVVHX annual gain was more profitable for investors over the last year : 4.36 vs. WCMFX (-14.64). RVVHX return over 5 years is better than : 58.05 vs. WCMFX (36.34).
| RVVHX | WCMFX | RVVHX / WCMFX | |
| Total Expense Ratio | 1.24 | 0.90 | 138% |
| Annual Report Gross Expense Ratio | 1.34 | 1.45 | 92% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 8.449 | -1.669 | -506% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 60.8M | 171% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 4.36 | -14.64 | -30% |
| Returns for 3 years | 27.30 | 19.23 | 142% |
| Returns for 5 years | 58.05 | 36.34 | 160% |
| Returns for 10 years | 8.76 | N/A | - |
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