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VRTIX vs WICVX
VRTIX vs WICVX Comparison
Open Charts VRTIX vs WICVX
Vanguard Russell 2000 Index I
Price$360.95
Change-$0.14 (-0.04%)
VolumeN/A
Net Assets13.89B
Wasatch Small Cap Value Institutional
Price$9.19
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets1.38B
VRTIX vs WICVX Comparison Chart in %
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VRTIX vs. WICVX commentary
Nov 20, 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 Hold and WICVX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. WICVX (1.38B). VRTIX pays higher dividends than WICVX: VRTIX (1.18) 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 : 1.42 vs. WICVX (-24.99). VRTIX return over 5 years is better than : 33.82 vs. WICVX (9.85).
| 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 | 5.822 | -8.100 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 1.38B | 1,009% |
| Annual Yield % from dividends | 1.18 | 0.17 | 693% |
| Returns for 1 year | 1.42 | -24.99 | -6% |
| Returns for 3 years | 28.59 | 3.89 | 736% |
| Returns for 5 years | 33.82 | 9.85 | 343% |
| Returns for 10 years | 108.92 | 53.98 | 202% |
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