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VRSGX vs WCMLX
VRSGX vs WCMLX Comparison
Open Charts VRSGX vs WCMLX
Virtus KAR Small-Cap Growth R6
Price$30.64
Change-$0.47 (-1.51%)
VolumeN/A
Net Assets2.07B
WCM Small Cap Growth Institutional
Price$12.74
Change-$0.15 (-1.16%)
VolumeN/A
Net Assets42.97M
VRSGX vs WCMLX Comparison Chart in %
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VRSGX vs. WCMLX commentary
Jul 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRSGX has more cash in the bank: 2.07B vs. WCMLX (43M). 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 : 0.08 vs. VRSGX (-6.93). WCMLX return over 5 years is better than : 22.85 vs. VRSGX (-34.85).
| 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 | -8.291 | -0.933 | 889% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 43M | 4,816% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.93 | 0.08 | -8,816% |
| Returns for 3 years | -16.78 | 24.17 | -69% |
| Returns for 5 years | -34.85 | 22.85 | -152% |
| Returns for 10 years | N/A | N/A | - |
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