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RYVFX vs WCMJX
RYVFX vs WCMJX Comparison
Open Charts RYVFX vs WCMJX
Royce Small-Cap Value Service
Price$9.79
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets95.37M
WCM SMID Quality Val Fd Investor
Price$11.24
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets60.2M
RYVFX vs WCMJX Comparison Chart in %
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RYVFX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RYVFX has more cash in the bank: 95.4M vs. WCMJX (60.2M). RYVFX pays higher dividends than WCMJX: RYVFX (0.94) vs WCMJX (0.00). RYVFX was incepted earlier than WCMJX: RYVFX (24 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than RYVFX (1.60). RYVFX is a more actively managed with annual turnover of: 43.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than RYVFX: WCMJX (1000) vs RYVFX (2000). RYVFX annual gain was more profitable for investors over the last year : -0.97 vs. WCMJX (-12.89). RYVFX return over 5 years is better than : 39.71 vs. WCMJX (24.07).
| RYVFX | WCMJX | RYVFX / WCMJX | |
| Total Expense Ratio | 1.49 | 1.15 | 130% |
| Annual Report Gross Expense Ratio | 1.60 | 1.70 | 94% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -2.198 | -4.160 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.4M | 60.2M | 158% |
| Annual Yield % from dividends | 0.94 | 0.00 | - |
| Returns for 1 year | -0.97 | -12.89 | 8% |
| Returns for 3 years | 6.79 | 5.91 | 115% |
| Returns for 5 years | 39.71 | 24.07 | 165% |
| Returns for 10 years | -10.01 | N/A | - |
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