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VSIIX vs WCMFX
VSIIX vs WCMFX Comparison
Open Charts VSIIX vs WCMFX
Vanguard Small Cap Value Index I
Price$50.29
Change+$0.55 (+1.11%)
VolumeN/A
Net Assets59.22B
WCM SMID Quality Val Fd Institutional
Price$11.46
Change+$0.09 (+0.79%)
VolumeN/A
Net Assets49.89M
VSIIX vs WCMFX Comparison Chart in %
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VSIIX vs. WCMFX commentary
Sep 27, 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 Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. WCMFX (49.9M). 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 : 5.33 vs. WCMFX (-18.95). VSIIX return over 5 years is better than : 96.92 vs. WCMFX (37.91).
| 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 | 5.937 | -4.341 | -137% |
| 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 | 49.9M | 118,637% |
| Annual Yield % from dividends | 1.98 | 0.00 | - |
| Returns for 1 year | 5.33 | -18.95 | -28% |
| Returns for 3 years | 47.97 | 22.96 | 209% |
| Returns for 5 years | 96.92 | 37.91 | 256% |
| Returns for 10 years | 129.38 | N/A | - |
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