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VSCAX vs WCMJX
VSCAX vs WCMJX Comparison
Open Charts VSCAX vs WCMJX
Invesco Small Cap Value A
Price$25.84
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets7.46B
WCM SMID Quality Val Fd Investor
Price$11.25
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets50.28M
VSCAX vs WCMJX Comparison Chart in %
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VSCAX vs. WCMJX commentary
Sep 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 VSCAX is a Hold and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.46B vs. WCMJX (50.3M). 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 : 6.52 vs. WCMJX (-19.30). VSCAX return over 5 years is better than : 140.21 vs. WCMJX (35.87).
| 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 | 9.911 | -4.499 | -220% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.46B | 50.3M | 14,823% |
| Annual Yield % from dividends | 0.32 | 0.00 | - |
| Returns for 1 year | 6.52 | -19.30 | -34% |
| Returns for 3 years | 64.57 | 21.75 | 297% |
| Returns for 5 years | 140.21 | 35.87 | 391% |
| Returns for 10 years | 51.04 | N/A | - |
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