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RYOFX vs WCMFX
RYOFX vs WCMFX Comparison
Open Charts RYOFX vs WCMFX
Royce Small-Cap Opportunity Svc
Price$12.48
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets968.32M
WCM SMID Quality Val Fd Institutional
Price$11.08
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.52M
RYOFX vs WCMFX Comparison Chart
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RYOFX vs. WCMFX commentary
May 11, 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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RYOFX has more cash in the bank: 968M vs. WCMFX (61.5M). 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 (1.27). 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 : -13.09 vs. WCMFX (-16.44). RYOFX return over 5 years is better than : 45.45 vs. WCMFX (41.69).
| RYOFX | WCMFX | RYOFX / WCMFX | |
| Total Expense Ratio | 1.49 | 0.85 | 175% |
| Annual Report Gross Expense Ratio | 1.54 | 1.27 | 121% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -11.301 | -7.513 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 61.5M | 1,574% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.09 | -16.44 | 80% |
| Returns for 3 years | -1.34 | 10.91 | -12% |
| Returns for 5 years | 45.45 | 41.69 | 109% |
| Returns for 10 years | -2.95 | N/A | - |
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