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VSIIX vs WCMFX
VSIIX vs WCMFX Comparison
Open Charts VSIIX vs WCMFX
Vanguard Small Cap Value Index I
Price$50.65
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
WCM SMID Quality Val Fd Institutional
Price$11.83
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets61.78M
VSIIX vs WCMFX Comparison Chart in %
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VSIIX vs. WCMFX commentary
Sep 07, 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 VSIIX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. WCMFX (61.8M). VSIIX pays higher dividends than WCMFX: VSIIX (1.98) 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 : 10.21 vs. WCMFX (-12.89). VSIIX return over 5 years is better than : 86.40 vs. WCMFX (33.67).
| 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 | 6.695 | -1.252 | -535% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2B | 61.8M | 95,793% |
| Annual Yield % from dividends | 1.98 | 0.00 | - |
| Returns for 1 year | 10.21 | -12.89 | -79% |
| Returns for 3 years | 36.67 | 19.62 | 187% |
| Returns for 5 years | 86.40 | 33.67 | 257% |
| Returns for 10 years | 117.87 | N/A | - |
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