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VRTVX vs WCMFX
VRTVX vs WCMFX Comparison
Open Charts VRTVX vs WCMFX
Vanguard Russell 2000 Value Index I
Price$311.21
Change+$2.58 (+0.84%)
VolumeN/A
Net Assets877.88M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets22.01M
VRTVX vs WCMFX Comparison Chart in %
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VRTVX vs. WCMFX commentary
Oct 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VRTVX has more cash in the bank: 878M vs. WCMFX (22M). VRTVX pays higher dividends than WCMFX: VRTVX (1.87) 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 : 9.03 vs. WCMFX (-18.45). VRTVX return over 5 years is better than : 68.08 vs. WCMFX (25.14).
| 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 | 8.373 | -4.841 | -173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 878M | 22M | 3,991% |
| Annual Yield % from dividends | 1.87 | 0.00 | - |
| Returns for 1 year | 9.03 | -18.45 | -49% |
| Returns for 3 years | 37.12 | 20.13 | 184% |
| Returns for 5 years | 68.08 | 25.14 | 271% |
| Returns for 10 years | 97.80 | N/A | - |
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