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VSIAX vs WCMJX
VSIAX vs WCMJX Comparison
Open Charts VSIAX vs WCMJX
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
WCM SMID Quality Val Fd Investor
Price$11.66
Change+$0.17 (+1.48%)
VolumeN/A
Net Assets62.17M
VSIAX vs WCMJX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. WCMJX (62.2M). VSIAX pays higher dividends than WCMJX: VSIAX (2.11) vs WCMJX (0.00). VSIAX was incepted earlier than WCMJX: VSIAX (14 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than VSIAX (0.07). VSIAX is a more actively managed with annual turnover of: 16.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than VSIAX: WCMJX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 5.59 vs. WCMJX (-13.82). VSIAX return over 5 years is better than : 88.99 vs. WCMJX (34.02).
| VSIAX | WCMJX | VSIAX / WCMJX | |
| Total Expense Ratio | 0.07 | 1.15 | 6% |
| Annual Report Gross Expense Ratio | 0.07 | 1.70 | 4% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 2.904 | -1.019 | -285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6B | 62.2M | 89,389% |
| Annual Yield % from dividends | 2.11 | 0.00 | - |
| Returns for 1 year | 5.59 | -13.82 | -40% |
| Returns for 3 years | 31.08 | 13.42 | 231% |
| Returns for 5 years | 88.99 | 34.02 | 262% |
| Returns for 10 years | 102.83 | N/A | - |
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