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RYWAX vs WCMLX
RYWAX vs WCMLX Comparison
Open Charts RYWAX vs WCMLX
Rydex S&P SmallCap 600 Pure Growth H
Price$48.54
Change+$0.16 (+0.33%)
VolumeN/A
Net Assets2.97M
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets41.98M
RYWAX vs WCMLX Comparison Chart
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RYWAX vs. WCMLX 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 RYWAX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMLX has more cash in the bank: 42M vs. RYWAX (2.97M). RYWAX pays higher dividends than WCMLX: RYWAX (0.03) vs WCMLX (0.00). RYWAX was incepted earlier than WCMLX: RYWAX (21 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than RYWAX (1.57). RYWAX is a more actively managed with annual turnover of: 942.00 vs. WCMLX (83.00). RYWAX has a lower initial minimum investment than WCMLX: RYWAX (2500) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -6.97 vs. RYWAX (-10.85). WCMLX return over 5 years is better than : 22.04 vs. RYWAX (-5.60).
| RYWAX | WCMLX | RYWAX / WCMLX | |
| Total Expense Ratio | 1.55 | 0.99 | 157% |
| Annual Report Gross Expense Ratio | 1.57 | 1.86 | 84% |
| Fund Existence | 21 years | 6 years | - |
| Gain YTD | -4.374 | -8.709 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97M | 42M | 7% |
| Annual Yield % from dividends | 0.03 | 0.00 | - |
| Returns for 1 year | -10.85 | -6.97 | 156% |
| Returns for 3 years | 8.21 | 14.99 | 55% |
| Returns for 5 years | -5.60 | 22.04 | -25% |
| Returns for 10 years | -17.09 | N/A | - |
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