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VRTVX vs WCMJX
VRTVX vs WCMJX Comparison
Open Charts VRTVX vs WCMJX
Vanguard Russell 2000 Value Index I
Price$311.21
Change+$2.58 (+0.84%)
VolumeN/A
Net Assets877.88M
WCM SMID Quality Val Fd Investor
Price$11.28
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets22.01M
VRTVX vs WCMJX Comparison Chart in %
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VRTVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTVX has more cash in the bank: 878M vs. WCMJX (22M). VRTVX pays higher dividends than WCMJX: VRTVX (1.87) 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 : 9.03 vs. WCMJX (-18.93). VRTVX return over 5 years is better than : 68.08 vs. WCMJX (23.13).
| 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 | 8.373 | -5.093 | -164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| 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 | -18.93 | -48% |
| Returns for 3 years | 37.12 | 18.94 | 196% |
| Returns for 5 years | 68.08 | 23.13 | 294% |
| Returns for 10 years | 97.80 | N/A | - |
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