Interact to see
Advertisement
Advertisement
VRTVX vs WCMJX
VRTVX vs WCMJX Comparison
Open Charts VRTVX vs WCMJX
Vanguard Russell 2000 Value Index I
Price$320.78
Change-$1.21 (-0.38%)
VolumeN/A
Net Assets900.6M
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
VRTVX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VRTVX vs. WCMJX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VRTVX has more cash in the bank: 901M vs. WCMJX (1.61M). VRTVX pays higher dividends than WCMJX: VRTVX (1.81) 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: 26.00 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 : 10.97 vs. WCMJX (-71.61). VRTVX return over 5 years is better than : 43.54 vs. WCMJX (-67.27).
| 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 | 12.640 | -71.053 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 901M | 1.61M | 55,859% |
| Annual Yield % from dividends | 1.81 | 0.00 | - |
| Returns for 1 year | 10.97 | -71.61 | -15% |
| Returns for 3 years | 35.75 | -65.27 | -55% |
| Returns for 5 years | 43.54 | -67.27 | -65% |
| Returns for 10 years | 109.27 | N/A | - |