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RSEIX vs WCMFX
RSEIX vs WCMFX Comparison
Open Charts RSEIX vs WCMFX
Royce Small-Cap Special Equity Instl
Price$15.19
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets485.32M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
RSEIX vs WCMFX Comparison Chart in %
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RSEIX vs. WCMFX commentary
Oct 19, 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 RSEIX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
RSEIX has more cash in the bank: 485M vs. WCMFX (21.8M). RSEIX pays higher dividends than WCMFX: RSEIX (2.42) vs WCMFX (0.00). RSEIX was incepted earlier than WCMFX: RSEIX (22 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than RSEIX (1.13). WCMFX is a more actively managed with annual turnover of: 15.00 vs. RSEIX (5.00). WCMFX has a lower initial minimum investment than RSEIX: WCMFX (100000) vs RSEIX (1000000). RSEIX annual gain was more profitable for investors over the last year : -11.16 vs. WCMFX (-20.62). WCMFX return over 5 years is better than : 23.45 vs. RSEIX (-3.58).
| RSEIX | WCMFX | RSEIX / WCMFX | |
| Total Expense Ratio | 1.13 | 0.90 | 126% |
| Annual Report Gross Expense Ratio | 1.13 | 1.45 | 78% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 0.930 | -5.509 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 21.8M | 2,225% |
| Annual Yield % from dividends | 2.42 | 0.00 | - |
| Returns for 1 year | -11.16 | -20.62 | 54% |
| Returns for 3 years | -4.45 | 16.46 | -27% |
| Returns for 5 years | -3.58 | 23.45 | -15% |
| Returns for 10 years | -17.82 | N/A | - |
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