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VRTVX vs WCMJX
VRTVX vs WCMJX Comparison
Open Charts VRTVX vs WCMJX
Vanguard Russell 2000 Value Index I
Price$313.09
Change+$6.26 (+2.04%)
VolumeN/A
Net Assets877.88M
WCM SMID Quality Val Fd Investor
Price$11.26
Change+$0.16 (+1.44%)
VolumeN/A
Net Assets21.79M
VRTVX vs WCMJX Comparison Chart in %
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VRTVX vs. WCMJX commentary
Oct 21, 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
VRTVX has more cash in the bank: 878M vs. WCMJX (21.8M). VRTVX pays higher dividends than WCMJX: VRTVX (1.87) vs WCMJX (0.00). VRTVX was incepted earlier than WCMJX: VRTVX (13 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than VRTVX (0.07). VRTVX is a more actively managed with annual turnover of: 24.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than VRTVX: WCMJX (1000) vs VRTVX (5000000). VRTVX annual gain was more profitable for investors over the last year : 3.87 vs. WCMJX (-21.05). VRTVX return over 5 years is better than : 67.61 vs. WCMJX (21.44).
| VRTVX | WCMJX | VRTVX / WCMJX | |
| Total Expense Ratio | 0.07 | 1.15 | 6% |
| Annual Report Gross Expense Ratio | 0.07 | 1.70 | 4% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 7.741 | -5.772 | -134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 878M | 21.8M | 4,028% |
| Annual Yield % from dividends | 1.87 | 0.00 | - |
| Returns for 1 year | 3.87 | -21.05 | -18% |
| Returns for 3 years | 30.51 | 15.26 | 200% |
| Returns for 5 years | 67.61 | 21.44 | 315% |
| Returns for 10 years | 96.23 | N/A | - |
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