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VRTIX vs WICVX
VRTIX vs WICVX Comparison
Open Charts VRTIX vs WICVX
Vanguard Russell 2000 Index I
Price$377.47
Change-$4.27 (-1.12%)
VolumeN/A
Net Assets13.58B
Wasatch Small Cap Value Institutional
Price$9.89
Change-$0.17 (-1.69%)
VolumeN/A
Net Assets1.61B
VRTIX vs WICVX Comparison Chart in %
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VRTIX vs. WICVX commentary
Oct 08, 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 WICVX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. WICVX (1.61B). VRTIX pays higher dividends than WICVX: VRTIX (1.20) vs WICVX (0.17). VRTIX was incepted earlier than WICVX: VRTIX (15 years) vs WICVX (14 years). WICVX (1.06) is less costly to investors than VRTIX (0.07). WICVX is a more actively managed with annual turnover of: 69.00 vs. VRTIX (12.00). WICVX has a lower initial minimum investment than VRTIX: WICVX (100000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 13.81 vs. WICVX (-13.74). VRTIX return over 5 years is better than : 55.34 vs. WICVX (34.17).
| VRTIX | WICVX | VRTIX / WICVX | |
| Total Expense Ratio | 0.07 | 1.06 | 7% |
| Annual Report Gross Expense Ratio | 0.07 | 1.06 | 7% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 11.874 | 0.600 | 1,979% |
| 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 | 1.61B | 846% |
| Annual Yield % from dividends | 1.20 | 0.17 | 723% |
| Returns for 1 year | 13.81 | -13.74 | -101% |
| Returns for 3 years | 47.99 | 29.84 | 161% |
| Returns for 5 years | 55.34 | 34.17 | 162% |
| Returns for 10 years | 123.07 | 65.82 | 187% |
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