Interact to see
Advertisement
Advertisement
RVVHX vs WCMFX
RVVHX vs WCMFX Comparison
Open Charts RVVHX vs WCMFX
Royce Small-Cap Value Investment
Price$10.74
Change-$0.06 (-0.56%)
VolumeN/A
Net Assets102.72M
WCM SMID Quality Val Fd Institutional
Price$12.00
Change-$0.11 (-0.91%)
VolumeN/A
Net Assets62.95M
RVVHX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RVVHX vs. WCMFX commentary
Aug 26, 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 Buy.
FUNDAMENTALS
Fundamentals
RVVHX has more cash in the bank: 103M vs. WCMFX (62.9M). RVVHX pays higher dividends than WCMFX: RVVHX (1.22) vs WCMFX (0.00). RVVHX was incepted earlier than WCMFX: RVVHX (18 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 : -0.56 vs. WCMFX (-13.99). RVVHX return over 5 years is better than : 53.89 vs. WCMFX (33.81).
| RVVHX | WCMFX | RVVHX / WCMFX | |
| Total Expense Ratio | 1.24 | 0.90 | 138% |
| Annual Report Gross Expense Ratio | 1.34 | 1.45 | 92% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 6.759 | 1.085 | 623% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 62.9M | 164% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | -0.56 | -13.99 | 4% |
| Returns for 3 years | 16.58 | 16.89 | 98% |
| Returns for 5 years | 53.89 | 33.81 | 159% |
| Returns for 10 years | 4.57 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement