VRTGX
Price
$375.70
Change
+$0.67 (+0.18%)
Updated
Mar 28, 6:59 PM EST
WCMLX
Price
$13.21
Change
+$0.06 (+0.46%)
Updated
Mar 28, 6:59 PM EST
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Analysis and predictions VRTGX vs WCMLX

Header iconVRTGX vs WCMLX Comparison
Open Charts VRTGX vs WCMLXBanner chart's image
Vanguard Russell 2000 Growth Index I
Price$375.70
Change+$0.67 (+0.18%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.21
Change+$0.06 (+0.46%)
VolumeN/A
CapitalizationN/A
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VRTGX vs WCMLX Comparison Chart

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VS
VRTGX vs. WCMLX commentary
Mar 29, 2024

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 VRTGX is a Hold and WCMLX is a Hold.

FUNDAMENTALS
Fundamentals
VRTGX has more cash in the bank: 1.15B vs. WCMLX (45.1M). VRTGX pays higher dividends than WCMLX: VRTGX (0.81) vs WCMLX (0.00). VRTGX was incepted earlier than WCMLX: VRTGX (13 years) vs WCMLX (4 years). WCMLX (1.94) is less costly to investors than VRTGX (0.08). WCMLX is a more actively managed with annual turnover of: 48.00 vs. VRTGX (32.00). WCMLX has a lower initial minimum investment than VRTGX: WCMLX (100000) vs VRTGX (5000000). VRTGX annual gain was more profitable for investors over the last year : 22.11 vs. WCMLX (17.53).
VRTGXWCMLXVRTGX / WCMLX
Total Expense Ratio0.080.998%
Annual Report Gross Expense Ratio0.081.944%
Fund Existence13 years4 years-
Gain YTD7.4947.137105%
Front LoadN/AN/A-
Min. Initial Investment50000001000005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.15B45.1M2,559%
Annual Yield % from dividends0.810.00-
Returns for 1 year22.1117.53126%
Returns for 3 years-6.04-8.7769%
Returns for 5 years39.02N/A-
Returns for 10 years103.93N/A-
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