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VSIIX vs WCMJX
VSIIX vs WCMJX Comparison
Open Charts VSIIX vs WCMJX
Vanguard Small Cap Value Index I
Price$50.29
Change+$0.55 (+1.11%)
VolumeN/A
Net Assets59.22B
WCM SMID Quality Val Fd Investor
Price$11.25
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets50.28M
VSIIX vs WCMJX Comparison Chart in %
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VSIIX vs. WCMJX commentary
Sep 28, 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. WCMJX (50.3M). VSIIX pays higher dividends than WCMJX: VSIIX (1.98) 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 : 5.33 vs. WCMJX (-19.30). VSIIX return over 5 years is better than : 96.92 vs. WCMJX (35.87).
| 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 | 5.937 | -4.499 | -132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2B | 50.3M | 117,694% |
| Annual Yield % from dividends | 1.98 | 0.00 | - |
| Returns for 1 year | 5.33 | -19.30 | -28% |
| Returns for 3 years | 47.97 | 21.75 | 221% |
| Returns for 5 years | 96.92 | 35.87 | 270% |
| Returns for 10 years | 129.38 | N/A | - |
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