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RVVHX vs WCMJX
RVVHX vs WCMJX Comparison
Open Charts RVVHX vs WCMJX
Royce Small-Cap Value Investment
Price$10.91
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets104.32M
WCM SMID Quality Val Fd Investor
Price$11.53
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets60.81M
RVVHX vs WCMJX Comparison Chart in %
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RVVHX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RVVHX has more cash in the bank: 104M vs. WCMJX (60.8M). RVVHX pays higher dividends than WCMJX: RVVHX (1.10) vs WCMJX (0.00). RVVHX was incepted earlier than WCMJX: RVVHX (19 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than RVVHX (1.34). RVVHX is a more actively managed with annual turnover of: 43.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than RVVHX: WCMJX (1000) vs RVVHX (2000). RVVHX annual gain was more profitable for investors over the last year : 4.36 vs. WCMJX (-15.06). RVVHX return over 5 years is better than : 58.05 vs. WCMJX (34.26).
| RVVHX | WCMJX | RVVHX / WCMJX | |
| Total Expense Ratio | 1.24 | 1.15 | 108% |
| Annual Report Gross Expense Ratio | 1.34 | 1.70 | 79% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 8.449 | -1.868 | -452% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -15.06 | -29% |
| Returns for 3 years | 27.30 | 18.08 | 151% |
| Returns for 5 years | 58.05 | 34.26 | 169% |
| Returns for 10 years | 8.76 | N/A | - |
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