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VRSGX vs WCMNX
VRSGX vs WCMNX Comparison
Open Charts VRSGX vs WCMNX
Virtus KAR Small-Cap Growth R6
Price$28.48
Change+$0.12 (+0.42%)
VolumeN/A
Net Assets2.06B
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets38.8M
VRSGX vs WCMNX Comparison Chart
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VRSGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRSGX has more cash in the bank: 2.06B vs. WCMNX (38.8M). VRSGX (0.00) and WCMNX (0.00) have matching dividends . VRSGX was incepted earlier than WCMNX: VRSGX (7 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than VRSGX (1.00). WCMNX is a more actively managed with annual turnover of: 48.00 vs. VRSGX (21.00). WCMNX has a lower initial minimum investment than VRSGX: WCMNX (1000) vs VRSGX (2500000). VRSGX annual gain was more profitable for investors over the last year : -9.65 vs. WCMNX (-12.50). WCMNX return over 5 years is better than : 21.77 vs. VRSGX (-23.08).
| VRSGX | WCMNX | VRSGX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.00 | 2.11 | 47% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -15.115 | -16.706 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| 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 | -12.50 | 77% |
| Returns for 3 years | -28.04 | -8.72 | 321% |
| Returns for 5 years | -23.08 | 21.77 | -106% |
| Returns for 10 years | N/A | N/A | - |
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