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VRTIX vs WICVX
VRTIX vs WICVX Comparison
Open Charts VRTIX vs WICVX
Vanguard Russell 2000 Index I
Price$388.62
Change-$2.09 (-0.53%)
VolumeN/A
Net Assets14.25B
Wasatch Small Cap Value Institutional
Price$9.34
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets1.38B
VRTIX vs WICVX Comparison Chart in %
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VRTIX vs. WICVX commentary
Dec 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 VRTIX is a Buy and WICVX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. WICVX (1.38B). VRTIX pays higher dividends than WICVX: VRTIX (1.17) vs WICVX (0.17). VRTIX was incepted earlier than WICVX: VRTIX (15 years) vs WICVX (14 years). WICVX (1.06) is less costly to investors than VRTIX (0.07). WICVX has a lower initial minimum investment than VRTIX: WICVX (100000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 11.46 vs. WICVX (-8.61). VRTIX return over 5 years is better than : 28.56 vs. WICVX (2.26).
| VRTIX | WICVX | VRTIX / WICVX | |
| Total Expense Ratio | 0.07 | 1.06 | 7% |
| Annual Report Gross Expense Ratio | 0.07 | 1.06 | 7% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 13.890 | -6.600 | -210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 1.38B | 1,037% |
| Annual Yield % from dividends | 1.17 | 0.17 | 681% |
| Returns for 1 year | 11.46 | -8.61 | -133% |
| Returns for 3 years | 46.71 | 15.06 | 310% |
| Returns for 5 years | 28.56 | 2.26 | 1,263% |
| Returns for 10 years | 128.00 | 57.02 | 224% |
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