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VRTVX vs WCMFX
VRTVX vs WCMFX Comparison
Open Charts VRTVX vs WCMFX
Vanguard Russell 2000 Value Index I
Price$319.23
Change+$5.98 (+1.91%)
VolumeN/A
Net Assets883.87M
WCM SMID Quality Val Fd Institutional
Price$3.59
Change+$0.04 (+1.13%)
VolumeN/A
Net Assets2.65M
VRTVX vs WCMFX Comparison Chart in %
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VRTVX vs. WCMFX commentary
Dec 05, 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 VRTVX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
VRTVX has more cash in the bank: 884M vs. WCMFX (2.65M). VRTVX pays higher dividends than WCMFX: VRTVX (1.81) vs WCMFX (0.00). VRTVX was incepted earlier than WCMFX: VRTVX (13 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than VRTVX (0.07). VRTVX is a more actively managed with annual turnover of: 24.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than VRTVX: WCMFX (100000) vs VRTVX (5000000). VRTVX annual gain was more profitable for investors over the last year : 3.10 vs. WCMFX (-75.69). VRTVX return over 5 years is better than : 45.45 vs. WCMFX (-64.91).
| VRTVX | WCMFX | VRTVX / WCMFX | |
| Total Expense Ratio | 0.07 | 0.90 | 8% |
| Annual Report Gross Expense Ratio | 0.07 | 1.45 | 5% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 12.096 | -70.033 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 884M | 2.65M | 33,422% |
| Annual Yield % from dividends | 1.81 | 0.00 | - |
| Returns for 1 year | 3.10 | -75.69 | -4% |
| Returns for 3 years | 24.81 | -66.35 | -37% |
| Returns for 5 years | 45.45 | -64.91 | -70% |
| Returns for 10 years | 103.81 | N/A | - |
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