Interact to see
Advertisement
Advertisement
VSMVX vs WCMJX
VSMVX vs WCMJX Comparison
Open Charts VSMVX vs WCMJX
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 Investor
Price$11.72
Change+$0.10 (+0.86%)
VolumeN/A
Net Assets61.78M
VSMVX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSMVX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
VSMVX has more cash in the bank: 1.43B vs. WCMJX (61.8M). VSMVX pays higher dividends than WCMJX: VSMVX (1.73) vs WCMJX (0.00). VSMVX was incepted earlier than WCMJX: VSMVX (11 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than VSMVX (0.03). VSMVX is a more actively managed with annual turnover of: 52.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than VSMVX: WCMJX (1000) vs VSMVX (5000000). VSMVX annual gain was more profitable for investors over the last year : 9.05 vs. WCMJX (-11.22). VSMVX return over 5 years is better than : 76.81 vs. WCMJX (34.60).
| VSMVX | WCMJX | VSMVX / WCMJX | |
| Total Expense Ratio | 0.03 | 1.15 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.70 | 2% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 2.693 | -0.594 | -453% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| 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 | -11.22 | -81% |
| Returns for 3 years | 20.34 | 14.36 | 142% |
| Returns for 5 years | 76.81 | 34.60 | 222% |
| Returns for 10 years | 112.88 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement