Interact to see
Advertisement
Advertisement
VSCAX vs WCMJX
VSCAX vs WCMJX Comparison
Open Charts VSCAX vs WCMJX
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
WCM SMID Quality Val Fd Investor
Price$11.62
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets61.78M
VSCAX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSCAX vs. WCMJX commentary
Sep 08, 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. WCMJX (61.8M). VSCAX pays higher dividends than WCMJX: VSCAX (0.32) vs WCMJX (0.00). VSCAX was incepted earlier than WCMJX: VSCAX (26 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. WCMJX (15.00). VSCAX (1000) and WCMJX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 12.12 vs. WCMJX (-12.55). VSCAX return over 5 years is better than : 116.87 vs. WCMJX (32.62).
| VSCAX | WCMJX | VSCAX / WCMJX | |
| Total Expense Ratio | 1.12 | 1.15 | 97% |
| Annual Report Gross Expense Ratio | 1.12 | 1.70 | 66% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | 7.614 | -0.594 | -1,281% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -12.55 | -97% |
| Returns for 3 years | 46.81 | 19.49 | 240% |
| Returns for 5 years | 116.87 | 32.62 | 358% |
| Returns for 10 years | 36.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DPRCX | 13.15 | 0.08 | +0.61% |
| Macquarie Global Listed Real Assets C | |||
| RAEFX | 46.50 | 0.12 | +0.26% |
| American Funds AMCAP R5E | |||
| CAVYX | 17.37 | 0.03 | +0.17% |
| SEI Catholic Values Equity Y (SCVT) | |||
| GSURX | 66.25 | -0.06 | -0.09% |
| Goldman Sachs US Equity Insights R | |||
| THLCX | 23.97 | -0.05 | -0.21% |
| Thrivent Large Cap Growth S | |||