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VSMVX vs WCMJX
VSMVX vs WCMJX Comparison
Open Charts VSMVX vs WCMJX
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 Investor
Price$11.42
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets51.02M
VSMVX vs WCMJX Comparison Chart in %
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VSMVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMVX has more cash in the bank: 1.43B vs. WCMJX (51M). VSMVX pays higher dividends than WCMJX: VSMVX (1.74) 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 : 7.93 vs. WCMJX (-16.52). VSMVX return over 5 years is better than : 80.29 vs. WCMJX (32.95).
| 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 | 3.797 | -3.056 | -124% |
| 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 | 51M | 2,800% |
| Annual Yield % from dividends | 1.74 | 0.00 | - |
| Returns for 1 year | 7.93 | -16.52 | -48% |
| Returns for 3 years | 28.99 | 17.13 | 169% |
| Returns for 5 years | 80.29 | 32.95 | 244% |
| Returns for 10 years | 115.18 | N/A | - |
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