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VISVX vs WCMFX
VISVX vs WCMFX Comparison
Open Charts VISVX vs WCMFX
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
WCM SMID Quality Val Fd Institutional
Price$11.15
Change-$0.19 (-1.68%)
VolumeN/A
Net Assets59.79M
VISVX vs WCMFX Comparison Chart
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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. WCMFX (59.8M). VISVX pays higher dividends than WCMFX: VISVX (2.11) vs WCMFX (0.00). VISVX was incepted earlier than WCMFX: VISVX (27 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than VISVX (0.19). VISVX is a more actively managed with annual turnover of: 16.00 vs. WCMFX (15.00). VISVX has a lower initial minimum investment than WCMFX: VISVX (3000) vs WCMFX (100000). VISVX annual gain was more profitable for investors over the last year : 3.80 vs. WCMFX (-15.02). VISVX return over 5 years is better than : 80.48 vs. WCMFX (35.15).
| VISVX | WCMFX | VISVX / WCMFX | |
| Total Expense Ratio | 0.19 | 0.90 | 21% |
| Annual Report Gross Expense Ratio | 0.19 | 1.45 | 13% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | -4.331 | -6.928 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54B | 59.8M | 90,301% |
| Annual Yield % from dividends | 2.11 | 0.00 | - |
| Returns for 1 year | 3.80 | -15.02 | -25% |
| Returns for 3 years | 26.12 | 12.85 | 203% |
| Returns for 5 years | 80.48 | 35.15 | 229% |
| Returns for 10 years | 80.06 | N/A | - |
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