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RTRRX vs WCMJX
RTRRX vs WCMJX Comparison
Open Charts RTRRX vs WCMJX
Royce Small-Cap Total Return R
Price$7.82
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets906.08M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
RTRRX vs WCMJX Comparison Chart in %
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RTRRX vs. WCMJX 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 RTRRX is a Hold and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
RTRRX has more cash in the bank: 906M vs. WCMJX (21.8M). RTRRX pays higher dividends than WCMJX: RTRRX (2.05) vs WCMJX (0.00). RTRRX was incepted earlier than WCMJX: RTRRX (18 years) vs WCMJX (6 years). RTRRX (1.89) is less costly to investors than WCMJX (1.70). RTRRX is a more actively managed with annual turnover of: 51.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than RTRRX: WCMJX (1000) vs RTRRX (2000). RTRRX annual gain was more profitable for investors over the last year : -5.50 vs. WCMJX (-21.05). WCMJX return over 5 years is better than : 21.44 vs. RTRRX (-17.47).
| RTRRX | WCMJX | RTRRX / WCMJX | |
| Total Expense Ratio | 1.89 | 1.15 | 164% |
| Annual Report Gross Expense Ratio | 1.89 | 1.70 | 111% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -2.859 | -5.772 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 21.8M | 4,156% |
| Annual Yield % from dividends | 2.05 | 0.00 | - |
| Returns for 1 year | -5.50 | -21.05 | 26% |
| Returns for 3 years | 8.17 | 15.26 | 53% |
| Returns for 5 years | -17.47 | 21.44 | -81% |
| Returns for 10 years | -41.30 | N/A | - |