Ad is loading...
VRSGX vs WCMLX
VRSGX vs WCMLX Comparison
Open Charts VRSGX vs WCMLX
Virtus KAR Small-Cap Growth R6
Price$28.48
Change+$0.12 (+0.42%)
VolumeN/A
Net Assets2.06B
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets38.8M
VRSGX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VRSGX vs. WCMLX commentary
Apr 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 VRSGX is a StrongBuy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRSGX has more cash in the bank: 2.06B vs. WCMLX (38.8M). VRSGX (0.00) and WCMLX (0.00) have matching dividends . VRSGX was incepted earlier than WCMLX: VRSGX (7 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than VRSGX (1.00). WCMLX is a more actively managed with annual turnover of: 48.00 vs. VRSGX (21.00). WCMLX has a lower initial minimum investment than VRSGX: WCMLX (100000) vs VRSGX (2500000). VRSGX annual gain was more profitable for investors over the last year : -9.65 vs. WCMLX (-12.36). WCMLX return over 5 years is better than : 23.25 vs. VRSGX (-23.08).
| VRSGX | WCMLX | VRSGX / WCMLX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.86 | 54% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -15.115 | -16.719 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 38.8M | 5,302% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.65 | -12.36 | 78% |
| Returns for 3 years | -28.04 | -8.07 | 347% |
| Returns for 5 years | -23.08 | 23.25 | -99% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...