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RSPYX vs WCMFX
RSPYX vs WCMFX Comparison
Open Charts RSPYX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
RSPYX vs WCMFX Comparison Chart in %
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RSPYX vs. WCMFX commentary
Oct 18, 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 RSPYX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
RSPYX has more cash in the bank: 547M vs. WCMFX (21.7M). RSPYX pays higher dividends than WCMFX: RSPYX (0.70) vs WCMFX (0.00). RSPYX was incepted earlier than WCMFX: RSPYX (18 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than RSPYX (1.05). RSPYX is a more actively managed with annual turnover of: 48.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than RSPYX: WCMFX (100000) vs RSPYX (1000000). RSPYX annual gain was more profitable for investors over the last year : -8.35 vs. WCMFX (-20.62). RSPYX return over 5 years is better than : 45.88 vs. WCMFX (23.45).
| RSPYX | WCMFX | RSPYX / WCMFX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.05 | 1.45 | 72% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -2.281 | -5.509 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 547M | 21.7M | 2,521% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | -8.35 | -20.62 | 41% |
| Returns for 3 years | 16.76 | 16.46 | 102% |
| Returns for 5 years | 45.88 | 23.45 | 196% |
| Returns for 10 years | 8.77 | N/A | - |
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