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VRTIX vs WSCOX
VRTIX vs WSCOX Comparison
Open Charts VRTIX vs WSCOX
Vanguard Russell 2000 Index I
Price$360.95
Change-$0.14 (-0.04%)
VolumeN/A
Net Assets13.89B
Allspring Disciplined Small Cap Inst
Price$14.65
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets115.4M
VRTIX vs WSCOX Comparison Chart in %
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VRTIX vs. WSCOX 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 WSCOX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. WSCOX (115M). VRTIX pays higher dividends than WSCOX: VRTIX (1.18) vs WSCOX (0.31). VRTIX was incepted earlier than WSCOX: VRTIX (15 years) vs WSCOX (11 years). WSCOX (0.96) is less costly to investors than VRTIX (0.07). WSCOX is a more actively managed with annual turnover of: 57.00 vs. VRTIX (12.00). WSCOX has a lower initial minimum investment than VRTIX: WSCOX (1000000) vs VRTIX (5000000). WSCOX annual gain was more profitable for investors over the last year : 3.06 vs. VRTIX (1.42). WSCOX return over 5 years is better than : 58.68 vs. VRTIX (33.82).
| VRTIX | WSCOX | VRTIX / WSCOX | |
| Total Expense Ratio | 0.07 | 0.60 | 12% |
| Annual Report Gross Expense Ratio | 0.07 | 0.96 | 7% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 5.822 | 11.747 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 115M | 12,087% |
| Annual Yield % from dividends | 1.18 | 0.31 | 376% |
| Returns for 1 year | 1.42 | 3.06 | 46% |
| Returns for 3 years | 28.59 | 33.68 | 85% |
| Returns for 5 years | 33.82 | 58.68 | 58% |
| Returns for 10 years | 108.92 | -37.48 | -291% |
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|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| USD | 103.36 | 5.16 | +5.25% |
| ProShares Ultra Semiconductors | |||
| PFFV | 22.54 | 0.02 | +0.09% |
| Global X Variable Rate Preferred ETF | |||
| FSYD | 47.97 | 0.05 | +0.09% |
| Fidelity Sustainable High Yield ETF | |||
| TAPR | 25.58 | N/A | N/A |
| Innovator Eq Dfnd Prt ETF-2 Yr toApr2027 | |||
| XDAT | 25.54 | -0.31 | -1.20% |
| Franklin Exponential Data ETF | |||