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VRTGX vs WCMNX
VRTGX vs WCMNX Comparison
Open Charts VRTGX vs WCMNX
Vanguard Russell 2000 Growth Index I
Price$333.85
Change+$6.19 (+1.89%)
VolumeN/A
Net Assets1.12B
WCM Small Cap Growth Investor
Price$10.63
Change+$0.15 (+1.43%)
VolumeN/A
Net Assets38.46M
VRTGX vs WCMNX Comparison Chart
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VRTGX vs. WCMNX commentary
Apr 12, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTGX has more cash in the bank: 1.12B vs. WCMNX (38.5M). VRTGX pays higher dividends than WCMNX: VRTGX (0.66) vs WCMNX (0.00). VRTGX was incepted earlier than WCMNX: VRTGX (14 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than VRTGX (0.07). WCMNX is a more actively managed with annual turnover of: 48.00 vs. VRTGX (29.00). 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 : -9.42 vs. WCMNX (-17.15). VRTGX return over 5 years is better than : 39.60 vs. WCMNX (23.00).
| VRTGX | WCMNX | VRTGX / WCMNX | |
| Total Expense Ratio | 0.07 | 1.24 | 6% |
| Annual Report Gross Expense Ratio | 0.07 | 2.11 | 3% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -18.158 | -17.415 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 38.5M | 2,901% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | -9.42 | -17.15 | 55% |
| Returns for 3 years | -2.85 | -10.12 | 28% |
| Returns for 5 years | 39.60 | 23.00 | 172% |
| Returns for 10 years | 56.27 | N/A | - |
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