Interact to see
Advertisement
Advertisement
RYVFX vs WCMFX
RYVFX vs WCMFX Comparison
Open Charts RYVFX vs WCMFX
Royce Small-Cap Value Service
Price$10.75
Change+$0.09 (+0.84%)
VolumeN/A
Net Assets102.72M
WCM SMID Quality Val Fd Institutional
Price$12.05
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets62.37M
RYVFX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RYVFX vs. WCMFX commentary
Aug 29, 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 RYVFX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
RYVFX has more cash in the bank: 103M vs. WCMFX (62.4M). RYVFX pays higher dividends than WCMFX: RYVFX (0.94) vs WCMFX (0.00). RYVFX was incepted earlier than WCMFX: RYVFX (24 years) vs WCMFX (6 years). RYVFX (1.60) is less costly to investors than WCMFX (1.45). RYVFX is a more actively managed with annual turnover of: 43.00 vs. WCMFX (15.00). RYVFX has a lower initial minimum investment than WCMFX: RYVFX (2000) vs WCMFX (100000). RYVFX annual gain was more profitable for investors over the last year : 0.76 vs. WCMFX (-14.23). RYVFX return over 5 years is better than : 50.72 vs. WCMFX (31.61).
| RYVFX | WCMFX | RYVFX / WCMFX | |
| Total Expense Ratio | 1.49 | 0.90 | 166% |
| Annual Report Gross Expense Ratio | 1.60 | 1.45 | 110% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 7.393 | 0.083 | 8,856% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 62.4M | 165% |
| Annual Yield % from dividends | 0.94 | 0.00 | - |
| Returns for 1 year | 0.76 | -14.23 | -5% |
| Returns for 3 years | 16.76 | 15.73 | 107% |
| Returns for 5 years | 50.72 | 31.61 | 160% |
| Returns for 10 years | 2.91 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement