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RYOFX vs WCMJX
RYOFX vs WCMJX Comparison
Open Charts RYOFX vs WCMJX
Royce Small-Cap Opportunity Svc
Price$12.48
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets968.32M
WCM SMID Quality Val Fd Investor
Price$10.88
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets61.52M
RYOFX vs WCMJX Comparison Chart
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RYOFX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RYOFX has more cash in the bank: 968M vs. WCMJX (61.5M). RYOFX (0.00) and WCMJX (0.00) have matching dividends . RYOFX was incepted earlier than WCMJX: RYOFX (25 years) vs WCMJX (6 years). RYOFX (1.54) and WCMJX (1.52) have similar cost to investors . RYOFX is a more actively managed with annual turnover of: 35.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than RYOFX: WCMJX (1000) vs RYOFX (2000). RYOFX annual gain was more profitable for investors over the last year : -13.09 vs. WCMJX (-16.82). RYOFX return over 5 years is better than : 45.45 vs. WCMJX (39.31).
| RYOFX | WCMJX | RYOFX / WCMJX | |
| Total Expense Ratio | 1.49 | 1.10 | 135% |
| Annual Report Gross Expense Ratio | 1.54 | 1.52 | 101% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -11.301 | -7.640 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -16.82 | 78% |
| Returns for 3 years | -1.34 | 9.79 | -14% |
| Returns for 5 years | 45.45 | 39.31 | 116% |
| Returns for 10 years | -2.95 | N/A | - |
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