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VRTGX vs WCMNX
VRTGX vs WCMNX Comparison
Open Charts VRTGX vs WCMNX
Vanguard Russell 2000 Growth Index I
Price$393.80
Change-$14.64 (-3.58%)
VolumeN/A
Net Assets1.3B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
VRTGX vs WCMNX Comparison Chart
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VRTGX vs. WCMNX commentary
Feb 23, 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 VRTGX is a Hold and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTGX has more cash in the bank: 1.3B vs. WCMNX (40.2M). VRTGX pays higher dividends than WCMNX: VRTGX (0.76) vs WCMNX (0.00). VRTGX was incepted earlier than WCMNX: VRTGX (14 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. VRTGX (32.00). WCMNX has a lower initial minimum investment than VRTGX: WCMNX (1000) vs VRTGX (5000000). VRTGX annual gain was more profitable for investors over the last year : 10.45 vs. WCMNX (-1.65). VRTGX return over 5 years is better than : 28.68 vs. WCMNX (13.84).
| VRTGX | WCMNX | VRTGX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -1.651 | -1.497 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 40.2M | 3,224% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 10.45 | -1.65 | -632% |
| Returns for 3 years | 16.49 | 6.38 | 258% |
| Returns for 5 years | 28.68 | 13.84 | 207% |
| Returns for 10 years | 94.40 | N/A | - |
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