VSMVX
Price
$408.12
Change
+$3.94 (+0.97%)
Updated
Oct 24 closing price
Net Assets
1.45B
WCMFX
Price
$11.51
Change
-$0.04 (-0.35%)
Updated
Oct 24 closing price
Net Assets
18.76M
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VSMVX vs WCMFX

Header iconVSMVX vs WCMFX Comparison
Open Charts VSMVX vs WCMFXBanner chart's image
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$408.12
Change+$3.94 (+0.97%)
VolumeN/A
Net Assets1.45B
WCM SMID Quality Val Fd Institutional
Price$11.51
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets18.76M
VSMVX vs WCMFX Comparison Chart in %
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VSMVX vs. WCMFX commentary
Oct 27, 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 Hold and WCMFX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMVX has more cash in the bank: 1.45B vs. WCMFX (18.8M). 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 : 7.06 vs. WCMFX (-18.02). VSMVX return over 5 years is better than : 69.12 vs. WCMFX (26.34).
VSMVXWCMFXVSMVX / WCMFX
Total Expense Ratio0.030.903%
Annual Report Gross Expense Ratio0.031.452%
Fund Existence11 years6 years-
Gain YTD4.672-3.923-119%
Front LoadN/AN/A-
Min. Initial Investment50000001000005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.45B18.8M7,718%
Annual Yield % from dividends1.740.00-
Returns for 1 year7.06-18.02-39%
Returns for 3 years25.2517.09148%
Returns for 5 years69.1226.34262%
Returns for 10 years114.23N/A-
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