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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$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.
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).
| 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 | 4.672 | -3.923 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 18.8M | 7,718% |
| Annual Yield % from dividends | 1.74 | 0.00 | - |
| Returns for 1 year | 7.06 | -18.02 | -39% |
| Returns for 3 years | 25.25 | 17.09 | 148% |
| Returns for 5 years | 69.12 | 26.34 | 262% |
| Returns for 10 years | 114.23 | N/A | - |
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