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VRSGX vs WCMLX
VRSGX vs WCMLX Comparison
Open Charts VRSGX vs WCMLX
Virtus KAR Small-Cap Growth R6
Price$33.70
Change+$0.39 (+1.17%)
VolumeN/A
Net Assets2.65B
WCM Small Cap Growth Institutional
Price$13.78
Change+$0.21 (+1.55%)
VolumeN/A
Net Assets42.34M
VRSGX vs WCMLX Comparison Chart
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VRSGX vs. WCMLX commentary
Jan 31, 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: 2.65B vs. WCMLX (42.3M). VRSGX (0.00) and WCMLX (0.00) have matching dividends . VRSGX was incepted earlier than WCMLX: VRSGX (7 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. VRSGX (7.00). 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 : 10.78 vs. VRSGX (3.10). WCMLX return over 5 years is better than : 28.63 vs. VRSGX (-20.12).
| VRSGX | WCMLX | VRSGX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -0.299 | 5.521 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 100000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65B | 42.3M | 6,267% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.10 | 10.78 | 29% |
| Returns for 3 years | -22.25 | 10.33 | -215% |
| Returns for 5 years | -20.12 | 28.63 | -70% |
| Returns for 10 years | N/A | N/A | - |
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