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VSMVX vs WCMFX
VSMVX vs WCMFX Comparison
Open Charts VSMVX vs WCMFX
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$404.71
Change+$2.59 (+0.64%)
VolumeN/A
Net Assets1.43B
WCM SMID Quality Val Fd Institutional
Price$11.63
Change+$0.10 (+0.87%)
VolumeN/A
Net Assets51.02M
VSMVX vs WCMFX Comparison Chart in %
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VSMVX vs. WCMFX commentary
Oct 06, 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 VSMVX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMVX has more cash in the bank: 1.43B vs. WCMFX (51M). VSMVX pays higher dividends than WCMFX: VSMVX (1.74) vs WCMFX (0.00). VSMVX was incepted earlier than WCMFX: VSMVX (11 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than VSMVX (0.03). VSMVX is a more actively managed with annual turnover of: 52.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than VSMVX: WCMFX (100000) vs VSMVX (5000000). VSMVX annual gain was more profitable for investors over the last year : 7.93 vs. WCMFX (-16.15). VSMVX return over 5 years is better than : 80.29 vs. WCMFX (34.92).
| VSMVX | WCMFX | VSMVX / WCMFX | |
| Total Expense Ratio | 0.03 | 0.90 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.45 | 2% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 3.797 | -2.922 | -130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 51M | 2,800% |
| Annual Yield % from dividends | 1.74 | 0.00 | - |
| Returns for 1 year | 7.93 | -16.15 | -49% |
| Returns for 3 years | 28.99 | 18.31 | 158% |
| Returns for 5 years | 80.29 | 34.92 | 230% |
| Returns for 10 years | 115.18 | N/A | - |
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