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VSCAX vs WCMFX
VSCAX vs WCMFX Comparison
Open Charts VSCAX vs WCMFX
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
WCM SMID Quality Val Fd Institutional
Price$11.88
Change+$0.17 (+1.45%)
VolumeN/A
Net Assets62.17M
VSCAX vs WCMFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. WCMFX (62.2M). VSCAX pays higher dividends than WCMFX: VSCAX (0.35) 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 : 5.38 vs. WCMFX (-13.35). VSCAX return over 5 years is better than : 124.82 vs. WCMFX (36.24).
| 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 | 3.998 | -0.835 | -479% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.03B | 62.2M | 11,296% |
| Annual Yield % from dividends | 0.35 | 0.00 | - |
| Returns for 1 year | 5.38 | -13.35 | -40% |
| Returns for 3 years | 42.53 | 14.56 | 292% |
| Returns for 5 years | 124.82 | 36.24 | 344% |
| Returns for 10 years | 27.85 | N/A | - |
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