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VRTVX vs WCMFX
VRTVX vs WCMFX Comparison
Open Charts VRTVX vs WCMFX
Vanguard Russell 2000 Value Index I
Price$297.26
Change-$1.04 (-0.35%)
VolumeN/A
Net Assets883.87M
WCM SMID Quality Val Fd Institutional
Price$3.36
Change-$0.01 (-0.30%)
VolumeN/A
Net Assets5.92M
VRTVX vs WCMFX Comparison Chart in %
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VRTVX vs. WCMFX 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 VRTVX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
VRTVX has more cash in the bank: 884M vs. WCMFX (5.92M). VRTVX pays higher dividends than WCMFX: VRTVX (1.86) vs WCMFX (0.00). VRTVX was incepted earlier than WCMFX: VRTVX (13 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than VRTVX (0.07). VRTVX is a more actively managed with annual turnover of: 24.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than VRTVX: WCMFX (100000) vs VRTVX (5000000). VRTVX annual gain was more profitable for investors over the last year : -0.51 vs. WCMFX (-76.28). VRTVX return over 5 years is better than : 45.56 vs. WCMFX (-65.29).
| VRTVX | WCMFX | VRTVX / WCMFX | |
| Total Expense Ratio | 0.07 | 0.90 | 8% |
| Annual Report Gross Expense Ratio | 0.07 | 1.45 | 5% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 4.746 | -71.870 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 884M | 5.92M | 14,922% |
| Annual Yield % from dividends | 1.86 | 0.00 | - |
| Returns for 1 year | -0.51 | -76.28 | 1% |
| Returns for 3 years | 19.26 | -67.31 | -29% |
| Returns for 5 years | 45.56 | -65.29 | -70% |
| Returns for 10 years | 90.97 | N/A | - |
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