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VRTGX vs WCMNX
VRTGX vs WCMNX Comparison
Open Charts VRTGX vs WCMNX
Vanguard Russell 2000 Growth Index I
Price$410.14
Change+$1.76 (+0.43%)
VolumeN/A
Net Assets1.25B
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
VRTGX vs WCMNX Comparison Chart
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VRTGX vs. WCMNX commentary
Jan 19, 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: 1.25B vs. WCMNX (41.8M). 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 : 23.09 vs. WCMNX (11.60). VRTGX return over 5 years is better than : 34.39 vs. WCMNX (21.39).
| 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 | 2.430 | 4.649 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 41.8M | 2,981% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 23.09 | 11.60 | 199% |
| Returns for 3 years | 14.09 | 6.92 | 204% |
| Returns for 5 years | 34.39 | 21.39 | 161% |
| Returns for 10 years | 116.44 | N/A | - |
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