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VRTIX vs WSCOX
VRTIX vs WSCOX Comparison
Open Charts VRTIX vs WSCOX
Vanguard Russell 2000 Index I
Price$377.47
Change-$4.27 (-1.12%)
VolumeN/A
Net Assets13.58B
Allspring Disciplined Small Cap Inst
Price$15.34
Change-$0.20 (-1.29%)
VolumeN/A
Net Assets104.47M
VRTIX vs WSCOX Comparison Chart in %
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VRTIX vs. WSCOX 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 WSCOX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. WSCOX (104M). VRTIX pays higher dividends than WSCOX: VRTIX (1.20) vs WSCOX (0.32). VRTIX was incepted earlier than WSCOX: VRTIX (15 years) vs WSCOX (11 years). WSCOX (1.39) 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). VRTIX (13.81) and WSCOX (13.62) have marching annual gain over last year. WSCOX return over 5 years is better than : 81.31 vs. VRTIX (55.34).
| VRTIX | WSCOX | VRTIX / WSCOX | |
| Total Expense Ratio | 0.07 | 0.60 | 12% |
| Annual Report Gross Expense Ratio | 0.07 | 1.39 | 5% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 11.874 | 18.535 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 104M | 13,077% |
| Annual Yield % from dividends | 1.20 | 0.32 | 380% |
| Returns for 1 year | 13.81 | 13.62 | 101% |
| Returns for 3 years | 47.99 | 56.73 | 85% |
| Returns for 5 years | 55.34 | 81.31 | 68% |
| Returns for 10 years | 123.07 | -32.86 | -375% |
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