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VRTIX vs WSCOX
VRTIX vs WSCOX Comparison
Open Charts VRTIX vs WSCOX
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
Allspring Disciplined Small Cap Inst
Price$15.35
Change-$0.11 (-0.71%)
VolumeN/A
Net Assets106.33M
VRTIX vs WSCOX Comparison Chart in %
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VRTIX vs. WSCOX commentary
Oct 18, 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 Hold and WSCOX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. WSCOX (106M). VRTIX pays higher dividends than WSCOX: VRTIX (1.20) vs WSCOX (0.32). 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 (12.00). 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 : 8.82 vs. VRTIX (7.92). WSCOX return over 5 years is better than : 78.48 vs. VRTIX (52.70).
| 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 | 10.362 | 17.086 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 106M | 12,830% |
| Annual Yield % from dividends | 1.20 | 0.32 | 380% |
| Returns for 1 year | 7.92 | 8.82 | 90% |
| Returns for 3 years | 41.48 | 49.57 | 84% |
| Returns for 5 years | 52.70 | 78.48 | 67% |
| Returns for 10 years | 120.39 | -33.70 | -357% |
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