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RYTFX vs WCMJX
RYTFX vs WCMJX Comparison
Open Charts RYTFX vs WCMJX
Royce Small-Cap Total Return Svc
Price$7.19
Change-$0.02 (-0.28%)
VolumeN/A
Net Assets881.24M
WCM SMID Quality Val Fd Investor
Price$10.88
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets61.52M
RYTFX vs WCMJX Comparison Chart
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RYTFX 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 RYTFX is a StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RYTFX has more cash in the bank: 881M vs. WCMJX (61.5M). RYTFX pays higher dividends than WCMJX: RYTFX (2.48) vs WCMJX (0.00). RYTFX was incepted earlier than WCMJX: RYTFX (23 years) vs WCMJX (6 years). RYTFX (1.62) is less costly to investors than WCMJX (1.52). RYTFX is a more actively managed with annual turnover of: 51.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than RYTFX: WCMJX (1000) vs RYTFX (2000). RYTFX annual gain was more profitable for investors over the last year : -6.34 vs. WCMJX (-16.82). WCMJX return over 5 years is better than : 39.31 vs. RYTFX (-10.11).
| RYTFX | WCMJX | RYTFX / WCMJX | |
| Total Expense Ratio | 1.53 | 1.10 | 139% |
| Annual Report Gross Expense Ratio | 1.62 | 1.52 | 107% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -9.102 | -7.640 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 881M | 61.5M | 1,433% |
| Annual Yield % from dividends | 2.48 | 0.00 | - |
| Returns for 1 year | -6.34 | -16.82 | 38% |
| Returns for 3 years | -6.28 | 9.79 | -64% |
| Returns for 5 years | -10.11 | 39.31 | -26% |
| Returns for 10 years | -46.67 | N/A | - |
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