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RSEFX vs WCMFX
RSEFX vs WCMFX Comparison
Open Charts RSEFX vs WCMFX
Royce Small-Cap Special Equity Svc
Price$15.30
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets485.32M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
RSEFX vs WCMFX Comparison Chart in %
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RSEFX vs. WCMFX commentary
Oct 21, 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 RSEFX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
RSEFX has more cash in the bank: 485M vs. WCMFX (21.8M). RSEFX pays higher dividends than WCMFX: RSEFX (2.07) vs WCMFX (0.00). RSEFX was incepted earlier than WCMFX: RSEFX (22 years) vs WCMFX (6 years). RSEFX (1.58) is less costly to investors than WCMFX (1.45). WCMFX is a more actively managed with annual turnover of: 15.00 vs. RSEFX (5.00). RSEFX has a lower initial minimum investment than WCMFX: RSEFX (2000) vs WCMFX (100000). RSEFX annual gain was more profitable for investors over the last year : -11.43 vs. WCMFX (-20.62). WCMFX return over 5 years is better than : 23.45 vs. RSEFX (-5.06).
| RSEFX | WCMFX | RSEFX / WCMFX | |
| Total Expense Ratio | 1.49 | 0.90 | 166% |
| Annual Report Gross Expense Ratio | 1.58 | 1.45 | 109% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 0.658 | -5.509 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 21.8M | 2,225% |
| Annual Yield % from dividends | 2.07 | 0.00 | - |
| Returns for 1 year | -11.43 | -20.62 | 55% |
| Returns for 3 years | -5.32 | 16.46 | -32% |
| Returns for 5 years | -5.06 | 23.45 | -22% |
| Returns for 10 years | -20.04 | N/A | - |
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