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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$399.53
Change+$1.18 (+0.30%)
VolumeN/A
Net Assets1.43B
WCM SMID Quality Val Fd Institutional
Price$11.94
Change+$0.11 (+0.93%)
VolumeN/A
Net Assets61.84M
VSMVX vs WCMFX Comparison Chart in %
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VSMVX vs. WCMFX commentary
Sep 10, 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 Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
VSMVX has more cash in the bank: 1.43B vs. WCMFX (61.8M). VSMVX pays higher dividends than WCMFX: VSMVX (1.73) 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 : 9.05 vs. WCMFX (-10.77). VSMVX return over 5 years is better than : 76.81 vs. WCMFX (36.81).
| 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 | 2.693 | -0.417 | -645% |
| 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 | 61.8M | 2,311% |
| Annual Yield % from dividends | 1.73 | 0.00 | - |
| Returns for 1 year | 9.05 | -10.77 | -84% |
| Returns for 3 years | 20.34 | 15.38 | 132% |
| Returns for 5 years | 76.81 | 36.81 | 209% |
| Returns for 10 years | 112.88 | N/A | - |
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