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VRSGX vs WCMLX
VRSGX vs WCMLX Comparison
Open Charts VRSGX vs WCMLX
Virtus KAR Small-Cap Growth R6
Price$31.24
Change+$0.09 (+0.29%)
VolumeN/A
Net Assets2.21B
WCM Small Cap Growth Institutional
Price$12.26
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets43.37M
VRSGX vs WCMLX Comparison Chart
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VRSGX vs. WCMLX commentary
May 14, 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 VRSGX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRSGX has more cash in the bank: 2.21B vs. WCMLX (43.4M). VRSGX (0.00) and WCMLX (0.00) have matching dividends . VRSGX was incepted earlier than WCMLX: VRSGX (7 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than VRSGX (1.00). WCMLX is a more actively managed with annual turnover of: 83.00 vs. VRSGX (21.00). WCMLX has a lower initial minimum investment than VRSGX: WCMLX (100000) vs VRSGX (2500000). WCMLX annual gain was more profitable for investors over the last year : -2.63 vs. VRSGX (-4.18). WCMLX return over 5 years is better than : 33.33 vs. VRSGX (-19.82).
| VRSGX | WCMLX | VRSGX / WCMLX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.79 | 56% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | -6.764 | -4.821 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 43.4M | 5,097% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.18 | -2.63 | 159% |
| Returns for 3 years | -11.88 | 15.47 | -77% |
| Returns for 5 years | -19.82 | 33.33 | -59% |
| Returns for 10 years | N/A | N/A | - |
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