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VSMVX vs WCMFX
VSMVX vs WCMFX Comparison
Open Charts VSMVX vs WCMFX
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$393.53
Change-$1.02 (-0.26%)
VolumeN/A
Net Assets1.45B
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
VSMVX vs WCMFX Comparison Chart in %
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VSMVX vs. WCMFX commentary
Oct 19, 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 VSMVX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
VSMVX has more cash in the bank: 1.45B vs. WCMFX (21.8M). VSMVX pays higher dividends than WCMFX: VSMVX (1.74) vs WCMFX (0.00). VSMVX was incepted earlier than WCMFX: VSMVX (11 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than VSMVX (0.03). VSMVX is a more actively managed with annual turnover of: 52.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than VSMVX: WCMFX (100000) vs VSMVX (5000000). VSMVX annual gain was more profitable for investors over the last year : 0.27 vs. WCMFX (-20.62). VSMVX return over 5 years is better than : 66.35 vs. WCMFX (23.45).
| VSMVX | WCMFX | VSMVX / WCMFX | |
| Total Expense Ratio | 0.03 | 0.90 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.45 | 2% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 0.930 | -5.509 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 21.8M | 6,656% |
| Annual Yield % from dividends | 1.74 | 0.00 | - |
| Returns for 1 year | 0.27 | -20.62 | -1% |
| Returns for 3 years | 24.23 | 16.46 | 147% |
| Returns for 5 years | 66.35 | 23.45 | 283% |
| Returns for 10 years | 103.34 | N/A | - |
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