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VRTVX vs WCMJX
VRTVX vs WCMJX Comparison
Open Charts VRTVX vs WCMJX
Vanguard Russell 2000 Value Index I
Price$297.26
Change-$1.04 (-0.35%)
VolumeN/A
Net Assets883.87M
WCM SMID Quality Val Fd Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
VRTVX vs WCMJX Comparison Chart in %
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VRTVX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
VRTVX has more cash in the bank: 884M vs. WCMJX (5.92M). VRTVX pays higher dividends than WCMJX: VRTVX (1.86) vs WCMJX (0.00). VRTVX was incepted earlier than WCMJX: VRTVX (13 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than VRTVX (0.07). VRTVX is a more actively managed with annual turnover of: 24.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than VRTVX: WCMJX (1000) vs VRTVX (5000000). VRTVX annual gain was more profitable for investors over the last year : -0.51 vs. WCMJX (-77.30). VRTVX return over 5 years is better than : 45.56 vs. WCMJX (-67.15).
| VRTVX | WCMJX | VRTVX / WCMJX | |
| Total Expense Ratio | 0.07 | 1.15 | 6% |
| Annual Report Gross Expense Ratio | 0.07 | 1.70 | 4% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 4.746 | -73.005 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| 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 | -77.30 | 1% |
| Returns for 3 years | 19.26 | -68.88 | -28% |
| Returns for 5 years | 45.56 | -67.15 | -68% |
| Returns for 10 years | 90.97 | N/A | - |
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