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VSRAX vs WCMFX
VSRAX vs WCMFX Comparison
Open Charts VSRAX vs WCMFX
Invesco Small Cap Value R
Price$25.33
Change-$0.16 (-0.63%)
VolumeN/A
Net Assets7.51B
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
VSRAX vs WCMFX Comparison Chart in %
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VSRAX vs. WCMFX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VSRAX has more cash in the bank: 7.51B vs. WCMFX (21.8M). 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 : 1.94 vs. WCMFX (-20.62). VSRAX return over 5 years is better than : 103.82 vs. WCMFX (23.45).
| 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 | 8.666 | -5.509 | -157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.51B | 21.8M | 34,431% |
| Annual Yield % from dividends | 0.16 | 0.00 | - |
| Returns for 1 year | 1.94 | -20.62 | -9% |
| Returns for 3 years | 48.31 | 16.46 | 293% |
| Returns for 5 years | 103.82 | 23.45 | 443% |
| Returns for 10 years | N/A | N/A | - |
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