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VRSGX vs WCMLX
VRSGX vs WCMLX Comparison
Open Charts VRSGX vs WCMLX
Virtus KAR Small-Cap Growth R6
Price$30.81
Change-$0.08 (-0.26%)
VolumeN/A
Net Assets2.15B
WCM Small Cap Growth Institutional
Price$12.18
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets42.98M
VRSGX vs WCMLX Comparison Chart
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VRSGX vs. WCMLX commentary
Jun 07, 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: 2.15B 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 : -1.30 vs. VRSGX (-4.25). WCMLX return over 5 years is better than : 13.74 vs. VRSGX (-33.04).
| 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 | -7.543 | -5.365 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 43M | 4,988% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.25 | -1.30 | 327% |
| Returns for 3 years | -17.82 | 12.58 | -142% |
| Returns for 5 years | -33.04 | 13.74 | -240% |
| Returns for 10 years | N/A | N/A | - |
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