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VISVX vs WCMJX
VISVX vs WCMJX Comparison
Open Charts VISVX vs WCMJX
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
WCM SMID Quality Val Fd Investor
Price$11.66
Change+$0.17 (+1.48%)
VolumeN/A
Net Assets62.17M
VISVX vs WCMJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. WCMJX (62.2M). VISVX pays higher dividends than WCMJX: VISVX (1.99) vs WCMJX (0.00). VISVX was incepted earlier than WCMJX: VISVX (27 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than VISVX (0.19). VISVX is a more actively managed with annual turnover of: 16.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than VISVX: WCMJX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 5.54 vs. WCMJX (-13.82). VISVX return over 5 years is better than : 88.78 vs. WCMJX (34.02).
| VISVX | WCMJX | VISVX / WCMJX | |
| Total Expense Ratio | 0.19 | 1.15 | 17% |
| Annual Report Gross Expense Ratio | 0.19 | 1.70 | 11% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | 2.868 | -1.019 | -282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6B | 62.2M | 89,389% |
| Annual Yield % from dividends | 1.99 | 0.00 | - |
| Returns for 1 year | 5.54 | -13.82 | -40% |
| Returns for 3 years | 30.99 | 13.42 | 231% |
| Returns for 5 years | 88.78 | 34.02 | 261% |
| Returns for 10 years | 102.36 | N/A | - |
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