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VRTIX vs WSCOX
VRTIX vs WSCOX Comparison
Open Charts VRTIX vs WSCOX
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
Allspring Disciplined Small Cap Inst
Price$16.01
Change+$0.57 (+3.69%)
VolumeN/A
Net Assets138.4M
VRTIX vs WSCOX Comparison Chart in %
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VRTIX vs. WSCOX commentary
Feb 04, 2026
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 Hold and WSCOX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. WSCOX (138M). VRTIX pays higher dividends than WSCOX: VRTIX (1.19) vs WSCOX (0.20). VRTIX was incepted earlier than WSCOX: VRTIX (15 years) vs WSCOX (11 years). WSCOX (0.96) is less costly to investors than VRTIX (0.07). WSCOX is a more actively managed with annual turnover of: 57.00 vs. VRTIX (14.00). WSCOX has a lower initial minimum investment than VRTIX: WSCOX (1000000) vs VRTIX (5000000). WSCOX annual gain was more profitable for investors over the last year : 19.83 vs. VRTIX (17.71). WSCOX return over 5 years is better than : 43.42 vs. VRTIX (22.38).
| VRTIX | WSCOX | VRTIX / WSCOX | |
| Total Expense Ratio | 0.07 | 0.60 | 12% |
| Annual Report Gross Expense Ratio | 0.07 | 0.96 | 7% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 6.757 | 7.450 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 138M | 10,362% |
| Annual Yield % from dividends | 1.19 | 0.20 | 584% |
| Returns for 1 year | 17.71 | 19.83 | 89% |
| Returns for 3 years | 35.16 | 36.96 | 95% |
| Returns for 5 years | 22.38 | 43.42 | 52% |
| Returns for 10 years | 180.76 | -11.26 | -1,605% |
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