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VSCAX vs WCMFX
VSCAX vs WCMFX Comparison
Open Charts VSCAX vs WCMFX
Invesco Small Cap Value A
Price$25.84
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets7.46B
WCM SMID Quality Val Fd Institutional
Price$11.46
Change+$0.09 (+0.79%)
VolumeN/A
Net Assets49.89M
VSCAX vs WCMFX Comparison Chart in %
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VSCAX vs. WCMFX commentary
Sep 27, 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 Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.46B vs. WCMFX (49.9M). 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 : 5.32 vs. WCMFX (-18.95). VSCAX return over 5 years is better than : 137.52 vs. WCMFX (37.91).
| 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 | 8.677 | -4.341 | -200% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.46B | 49.9M | 14,942% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | 5.32 | -18.95 | -28% |
| Returns for 3 years | 62.73 | 22.96 | 273% |
| Returns for 5 years | 137.52 | 37.91 | 363% |
| Returns for 10 years | 49.34 | N/A | - |
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