RYVFX
Price
$9.79
Change
-$0.02 (-0.20%)
Updated
Aug 7 closing price
Net Assets
95.37M
WCMFX
Price
$11.45
Change
-$0.05 (-0.43%)
Updated
Aug 7 closing price
Net Assets
60.2M
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RYVFX vs WCMFX

Header iconRYVFX vs WCMFX Comparison
Open Charts RYVFX vs WCMFXBanner chart's image
Royce Small-Cap Value Service
Price$9.79
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets95.37M
WCM SMID Quality Val Fd Institutional
Price$11.45
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets60.2M
RYVFX vs WCMFX Comparison Chart in %
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RYVFX vs. WCMFX commentary
Aug 08, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
RYVFX has more cash in the bank: 95.4M vs. WCMFX (60.2M). 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 : -0.97 vs. WCMFX (-12.48). RYVFX return over 5 years is better than : 39.71 vs. WCMFX (25.96).
RYVFXWCMFXRYVFX / WCMFX
Total Expense Ratio1.490.90166%
Annual Report Gross Expense Ratio1.601.45110%
Fund Existence24 years6 years-
Gain YTD-2.198-4.00755%
Front LoadN/AN/A-
Min. Initial Investment20001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets95.4M60.2M158%
Annual Yield % from dividends0.940.00-
Returns for 1 year-0.97-12.488%
Returns for 3 years6.796.9897%
Returns for 5 years39.7125.96153%
Returns for 10 years-10.01N/A-
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