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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$416.48
Change+$0.10 (+0.02%)
VolumeN/A
Net Assets1.5B
WCM SMID Quality Val Fd Institutional
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.62M
VSMVX vs WCMFX Comparison Chart in %
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VSMVX vs. WCMFX commentary
Dec 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 VSMVX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMVX has more cash in the bank: 1.5B vs. WCMFX (1.62M). VSMVX pays higher dividends than WCMFX: VSMVX (1.70) 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: 47.00 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 : 5.29 vs. WCMFX (-70.35). VSMVX return over 5 years is better than : 45.45 vs. WCMFX (-65.36).
| 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 | 6.816 | -69.783 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 1.62M | 92,760% |
| Annual Yield % from dividends | 1.70 | 0.00 | - |
| Returns for 1 year | 5.29 | -70.35 | -8% |
| Returns for 3 years | 28.18 | -63.51 | -44% |
| Returns for 5 years | 45.45 | -65.36 | -70% |
| Returns for 10 years | 116.69 | N/A | - |
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