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RVVHX vs WCMJX
RVVHX vs WCMJX Comparison
Open Charts RVVHX vs WCMJX
Royce Small-Cap Value Investment
Price$10.74
Change-$0.06 (-0.56%)
VolumeN/A
Net Assets102.72M
WCM SMID Quality Val Fd Investor
Price$11.78
Change-$0.11 (-0.93%)
VolumeN/A
Net Assets62.95M
RVVHX vs WCMJX Comparison Chart in %
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RVVHX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
RVVHX has more cash in the bank: 103M vs. WCMJX (62.9M). RVVHX pays higher dividends than WCMJX: RVVHX (1.22) vs WCMJX (0.00). RVVHX was incepted earlier than WCMJX: RVVHX (18 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 : -0.56 vs. WCMJX (-14.40). RVVHX return over 5 years is better than : 53.89 vs. WCMJX (31.82).
| RVVHX | WCMJX | RVVHX / WCMJX | |
| Total Expense Ratio | 1.24 | 1.15 | 108% |
| Annual Report Gross Expense Ratio | 1.34 | 1.70 | 79% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 6.759 | 0.934 | 724% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -14.40 | 4% |
| Returns for 3 years | 16.58 | 15.77 | 105% |
| Returns for 5 years | 53.89 | 31.82 | 169% |
| Returns for 10 years | 4.57 | N/A | - |
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