Ad is loading...
VRSGX vs WCMNX
VRSGX vs WCMNX Comparison
Open Charts VRSGX vs WCMNX
Virtus KAR Small-Cap Growth R6
Price$33.70
Change+$0.39 (+1.17%)
VolumeN/A
Net Assets2.65B
WCM Small Cap Growth Investor
Price$13.60
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets42.34M
VRSGX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VRSGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRSGX has more cash in the bank: 2.65B vs. WCMNX (42.3M). VRSGX (0.00) and WCMNX (0.00) have matching dividends . VRSGX was incepted earlier than WCMNX: VRSGX (7 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. VRSGX (7.00). WCMNX has a lower initial minimum investment than VRSGX: WCMNX (1000) vs VRSGX (2500000). WCMNX annual gain was more profitable for investors over the last year : 10.48 vs. VRSGX (3.10). WCMNX return over 5 years is better than : 27.04 vs. VRSGX (-20.12).
| VRSGX | WCMNX | VRSGX / WCMNX | |
| 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 | 5.516 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500000 | 1000 | 250,000% |
| 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 | 10.48 | 30% |
| Returns for 3 years | -22.25 | 9.48 | -235% |
| Returns for 5 years | -20.12 | 27.04 | -74% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers