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VISVX vs WCMFX
VISVX vs WCMFX Comparison
Open Charts VISVX vs WCMFX
Vanguard Small Cap Value Index I
Price$50.20
Change+$0.55 (+1.11%)
VolumeN/A
Net Assets59.22B
WCM SMID Quality Val Fd Institutional
Price$11.46
Change+$0.09 (+0.79%)
VolumeN/A
Net Assets49.89M
VISVX vs WCMFX Comparison Chart in %
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VISVX vs. WCMFX commentary
Sep 27, 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 VISVX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. WCMFX (49.9M). VISVX pays higher dividends than WCMFX: VISVX (1.86) 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 : 5.25 vs. WCMFX (-18.95). VISVX return over 5 years is better than : 96.62 vs. WCMFX (37.91).
| 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 | 5.884 | -4.341 | -136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2B | 49.9M | 118,637% |
| Annual Yield % from dividends | 1.86 | 0.00 | - |
| Returns for 1 year | 5.25 | -18.95 | -28% |
| Returns for 3 years | 47.78 | 22.96 | 208% |
| Returns for 5 years | 96.62 | 37.91 | 255% |
| Returns for 10 years | 128.55 | N/A | - |
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