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VRTIX vs WFICX
VRTIX vs WFICX Comparison
Open Charts VRTIX vs WFICX
Vanguard Russell 2000 Index I
Price$377.47
Change-$4.27 (-1.12%)
VolumeN/A
Net Assets13.58B
North Star Small Cap Value Institutional
Price$15.67
Change-$0.29 (-1.82%)
VolumeN/A
Net Assets31.44M
VRTIX vs WFICX Comparison Chart in %
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VRTIX vs. WFICX commentary
Oct 09, 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 VRTIX is a Buy and WFICX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. WFICX (31.4M). VRTIX pays higher dividends than WFICX: VRTIX (1.20) vs WFICX (0.00). VRTIX was incepted earlier than WFICX: VRTIX (15 years) vs WFICX (7 years). WFICX (1.57) is less costly to investors than VRTIX (0.07). WFICX is a more actively managed with annual turnover of: 29.00 vs. VRTIX (12.00). WFICX has a lower initial minimum investment than VRTIX: WFICX (100000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 13.81 vs. WFICX (0.50). VRTIX return over 5 years is better than : 55.34 vs. WFICX (-2.01).
| VRTIX | WFICX | VRTIX / WFICX | |
| Total Expense Ratio | 0.07 | 0.99 | 7% |
| Annual Report Gross Expense Ratio | 0.07 | 1.57 | 4% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 11.874 | 11.065 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 31.4M | 43,312% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 13.81 | 0.50 | 2,740% |
| Returns for 3 years | 47.99 | 1.64 | 2,927% |
| Returns for 5 years | 55.34 | -2.01 | -2,749% |
| Returns for 10 years | 123.07 | N/A | - |
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