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VSIIX vs WCMJX
VSIIX vs WCMJX Comparison
Open Charts VSIIX vs WCMJX
Vanguard Small Cap Value Index I
Price$48.85
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets55.61B
WCM SMID Quality Val Fd Investor
Price$11.66
Change+$0.17 (+1.48%)
VolumeN/A
Net Assets62.17M
VSIIX vs WCMJX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. WCMJX (62.2M). VSIIX pays higher dividends than WCMJX: VSIIX (2.12) vs WCMJX (0.00). VSIIX was incepted earlier than WCMJX: VSIIX (26 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than VSIIX (0.06). VSIIX is a more actively managed with annual turnover of: 16.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than VSIIX: WCMJX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 5.59 vs. WCMJX (-13.82). VSIIX return over 5 years is better than : 89.04 vs. WCMJX (34.02).
| VSIIX | WCMJX | VSIIX / WCMJX | |
| Total Expense Ratio | 0.06 | 1.15 | 5% |
| Annual Report Gross Expense Ratio | 0.06 | 1.70 | 4% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | 2.903 | -1.019 | -285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6B | 62.2M | 89,389% |
| Annual Yield % from dividends | 2.12 | 0.00 | - |
| Returns for 1 year | 5.59 | -13.82 | -40% |
| Returns for 3 years | 31.09 | 13.42 | 232% |
| Returns for 5 years | 89.04 | 34.02 | 262% |
| Returns for 10 years | 102.89 | N/A | - |
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