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RYOFX vs WCMFX
RYOFX vs WCMFX Comparison
Open Charts RYOFX vs WCMFX
Royce Small-Cap Opportunity Svc
Price$14.87
Change-$0.11 (-0.73%)
VolumeN/A
Net Assets1.09B
WCM SMID Quality Val Fd Institutional
Price$12.00
Change-$0.11 (-0.91%)
VolumeN/A
Net Assets62.95M
RYOFX vs WCMFX Comparison Chart in %
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RYOFX 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 RYOFX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
RYOFX has more cash in the bank: 1.09B vs. WCMFX (62.9M). RYOFX (0.00) and WCMFX (0.00) have matching dividends . RYOFX was incepted earlier than WCMFX: RYOFX (25 years) vs WCMFX (6 years). RYOFX (1.54) is less costly to investors than WCMFX (1.45). RYOFX is a more actively managed with annual turnover of: 35.00 vs. WCMFX (15.00). RYOFX has a lower initial minimum investment than WCMFX: RYOFX (2000) vs WCMFX (100000). RYOFX annual gain was more profitable for investors over the last year : 0.88 vs. WCMFX (-13.99). RYOFX return over 5 years is better than : 36.92 vs. WCMFX (33.81).
| RYOFX | WCMFX | RYOFX / WCMFX | |
| Total Expense Ratio | 1.49 | 0.90 | 166% |
| Annual Report Gross Expense Ratio | 1.54 | 1.45 | 106% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 5.686 | 1.085 | 524% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 62.9M | 1,734% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.88 | -13.99 | -6% |
| Returns for 3 years | 10.89 | 16.89 | 64% |
| Returns for 5 years | 36.92 | 33.81 | 109% |
| Returns for 10 years | 29.64 | N/A | - |
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