Interact to see
Advertisement
Advertisement
VSRAX vs WCMFX
VSRAX vs WCMFX Comparison
Open Charts VSRAX vs WCMFX
Invesco Small Cap Value R
Price$24.56
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets7.35B
WCM SMID Quality Val Fd Institutional
Price$3.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.92M
VSRAX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSRAX vs. WCMFX commentary
Nov 20, 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 VSRAX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
VSRAX has more cash in the bank: 7.35B vs. WCMFX (5.92M). VSRAX pays higher dividends than WCMFX: VSRAX (0.16) vs WCMFX (0.00). VSRAX was incepted earlier than WCMFX: VSRAX (6 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than VSRAX (1.35). VSRAX is a more actively managed with annual turnover of: 52.00 vs. WCMFX (15.00). VSRAX has a lower initial minimum investment than WCMFX: VSRAX (1000) vs WCMFX (100000). VSRAX annual gain was more profitable for investors over the last year : -3.41 vs. WCMFX (-76.30). VSRAX return over 5 years is better than : 73.32 vs. WCMFX (-65.40).
| VSRAX | WCMFX | VSRAX / WCMFX | |
| Total Expense Ratio | 1.35 | 0.90 | 150% |
| Annual Report Gross Expense Ratio | 1.35 | 1.45 | 93% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 5.363 | -71.870 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.35B | 5.92M | 124,105% |
| Annual Yield % from dividends | 0.16 | 0.00 | - |
| Returns for 1 year | -3.41 | -76.30 | 4% |
| Returns for 3 years | 29.64 | -67.31 | -44% |
| Returns for 5 years | 73.32 | -65.40 | -112% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers