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RYWAX vs WCMNX
RYWAX vs WCMNX Comparison
Open Charts RYWAX vs WCMNX
Rydex S&P SmallCap 600 Pure Growth H
Price$46.00
Change-$1.00 (-2.13%)
VolumeN/A
Net Assets3.15M
WCM Small Cap Growth Investor
Price$11.12
Change-$0.19 (-1.68%)
VolumeN/A
Net Assets40.94M
RYWAX vs WCMNX Comparison Chart
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RYWAX vs. WCMNX commentary
Mar 14, 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 Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMNX has more cash in the bank: 40.9M vs. RYWAX (3.15M). RYWAX pays higher dividends than WCMNX: RYWAX (0.03) vs WCMNX (0.00). RYWAX was incepted earlier than WCMNX: RYWAX (21 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than RYWAX (1.57). RYWAX is a more actively managed with annual turnover of: 942.00 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than RYWAX: WCMNX (1000) vs RYWAX (2500). RYWAX annual gain was more profitable for investors over the last year : -10.63 vs. WCMNX (-12.60). WCMNX return over 5 years is better than : 40.32 vs. RYWAX (0.86).
| RYWAX | WCMNX | RYWAX / WCMNX | |
| Total Expense Ratio | 1.55 | 1.24 | 125% |
| Annual Report Gross Expense Ratio | 1.57 | 2.11 | 74% |
| Fund Existence | 21 years | 5 years | - |
| Gain YTD | -7.171 | -10.875 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15M | 40.9M | 8% |
| Annual Yield % from dividends | 0.03 | 0.00 | - |
| Returns for 1 year | -10.63 | -12.60 | 84% |
| Returns for 3 years | -8.50 | 2.45 | -348% |
| Returns for 5 years | 0.86 | 40.32 | 2% |
| Returns for 10 years | -17.67 | N/A | - |
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