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VSIIX vs WCMFX
VSIIX vs WCMFX Comparison
Open Charts VSIIX vs WCMFX
Vanguard Small Cap Value Index I
Price$48.74
Change-$0.34 (-0.69%)
VolumeN/A
Net Assets56.44B
WCM SMID Quality Val Fd Institutional
Price$11.71
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets61.41M
VSIIX vs WCMFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. WCMFX (61.4M). VSIIX pays higher dividends than WCMFX: VSIIX (2.08) vs WCMFX (0.00). VSIIX was incepted earlier than WCMFX: VSIIX (26 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than VSIIX (0.06). VSIIX is a more actively managed with annual turnover of: 16.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than VSIIX: WCMFX (100000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 6.63 vs. WCMFX (-15.02). VSIIX return over 5 years is better than : 76.63 vs. WCMFX (27.42).
| VSIIX | WCMFX | VSIIX / WCMFX | |
| Total Expense Ratio | 0.06 | 0.90 | 7% |
| Annual Report Gross Expense Ratio | 0.06 | 1.45 | 4% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | 2.672 | -2.254 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4B | 61.4M | 91,857% |
| Annual Yield % from dividends | 2.08 | 0.00 | - |
| Returns for 1 year | 6.63 | -15.02 | -44% |
| Returns for 3 years | 19.32 | 4.46 | 433% |
| Returns for 5 years | 76.63 | 27.42 | 279% |
| Returns for 10 years | 99.67 | N/A | - |