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VSCAX vs WCMFX
VSCAX vs WCMFX Comparison
Open Charts VSCAX vs WCMFX
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
WCM SMID Quality Val Fd Institutional
Price$11.83
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets61.78M
VSCAX vs WCMFX Comparison Chart in %
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VSCAX vs. WCMFX commentary
Sep 07, 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 VSCAX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. WCMFX (61.8M). VSCAX pays higher dividends than WCMFX: VSCAX (0.32) vs WCMFX (0.00). VSCAX was incepted earlier than WCMFX: VSCAX (26 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. WCMFX (15.00). VSCAX has a lower initial minimum investment than WCMFX: VSCAX (1000) vs WCMFX (100000). VSCAX annual gain was more profitable for investors over the last year : 12.12 vs. WCMFX (-12.89). VSCAX return over 5 years is better than : 116.87 vs. WCMFX (33.67).
| VSCAX | WCMFX | VSCAX / WCMFX | |
| Total Expense Ratio | 1.12 | 0.90 | 124% |
| Annual Report Gross Expense Ratio | 1.12 | 1.45 | 77% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | 7.614 | -1.252 | -608% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.33B | 61.8M | 11,859% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | 12.12 | -12.89 | -94% |
| Returns for 3 years | 46.81 | 19.62 | 239% |
| Returns for 5 years | 116.87 | 33.67 | 347% |
| Returns for 10 years | 36.89 | N/A | - |
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