WCMJX vs. PRVIX

Last updated Apr 2, 2026

Compare and contrast key facts about WCM Focused Small Cap Fund (WCMJX) and T. Rowe Price Small-Cap Value Fund Class I (PRVIX).

WCMJX is managed by WCM Investment Management. It was launched on Oct 30, 2019. PRVIX is a passively managed fund by T. Rowe Price that tracks the performance of the Russell 2000 Value Index. It was launched on Aug 28, 2015.

Performance

WCMJX vs. PRVIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WCM Focused Small Cap Fund (WCMJX) and T. Rowe Price Small-Cap Value Fund Class I (PRVIX). The values are adjusted to include any dividend payments, if applicable.

WCMJX vs. PRVIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
WCMJX WCM Focused Small Cap Fund	6.28%	-71.65%	33.22%	23.83%	-13.93%	18.91%	-0.76%	5.20%
PRVIX T. Rowe Price Small-Cap Value Fund Class I	3.80%	21.38%	10.96%	12.46%	-18.42%	25.60%	12.58%	4.63%

Returns By Period

WCMJX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

PRVIX

• 1D: 2.77%
• 1M: -5.04%
• YTD: 3.80%
• 6M: 18.59%
• 1Y: 33.45%
• 3Y*: 16.22%
• 5Y*: 7.09%
• 10Y*: 11.04%

*Multi-year figures are annualized to reflect compound growth (CAGR)

WCMJX vs. PRVIX - Expense Ratio Comparison

WCMJX has a 1.25% expense ratio, which is higher than PRVIX's 0.66% expense ratio.

WCMJX

WCM Focused Small Cap Fund

PRVIX

T. Rowe Price Small-Cap Value Fund Class I

Return for Risk

WCMJX vs. PRVIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PRVIX

PRVIX Risk / Return Rank: 77
PRVIX Sharpe Ratio Rank: 74
PRVIX Sortino Ratio Rank: 82
PRVIX Omega Ratio Rank: 75
PRVIX Calmar Ratio Rank: 77
PRVIX Martin Ratio Rank: 77

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WCMJX vs. PRVIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WCM Focused Small Cap Fund (WCMJX) and T. Rowe Price Small-Cap Value Fund Class I (PRVIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	WCMJX	PRVIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.45	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.35	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.52	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.51	—

Correlation

The correlation between WCMJX and PRVIX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

WCMJX vs. PRVIX - Dividend Comparison

WCMJX's dividend yield for the trailing twelve months is around 3.80%, less than PRVIX's 22.27% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
WCMJX WCM Focused Small Cap Fund	3.80%	0.00%	33.08%	0.81%	1.85%	6.50%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
PRVIX T. Rowe Price Small-Cap Value Fund Class I	22.27%	23.11%	9.96%	3.40%	5.54%	7.15%	2.12%	4.72%	9.61%	3.79%	3.88%	22.61%

Drawdowns

Drawdown Indicators

	WCMJX	PRVIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-40.95%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-14.06%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-28.00%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-40.95%	—
Current Drawdown Current decline from peak	—	-5.60%	—
Average Drawdown Average peak-to-trough decline	—	-8.44%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.67%	—

Volatility

Volatility by Period

	WCMJX	PRVIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.73%	—
Volatility (6M) Calculated over the trailing 6-month period	—	16.15%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	23.96%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	20.47%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	21.30%	—