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VSMVX vs WCMJX
VSMVX vs WCMJX Comparison
Open Charts VSMVX vs WCMJX
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 Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
VSMVX vs WCMJX Comparison Chart in %
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VSMVX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
VSMVX has more cash in the bank: 1.45B vs. WCMJX (21.8M). VSMVX pays higher dividends than WCMJX: VSMVX (1.74) vs WCMJX (0.00). VSMVX was incepted earlier than WCMJX: VSMVX (11 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than VSMVX (0.03). VSMVX is a more actively managed with annual turnover of: 52.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than VSMVX: WCMJX (1000) vs VSMVX (5000000). VSMVX annual gain was more profitable for investors over the last year : 0.27 vs. WCMJX (-21.05). VSMVX return over 5 years is better than : 66.35 vs. WCMJX (21.44).
| VSMVX | WCMJX | VSMVX / WCMJX | |
| Total Expense Ratio | 0.03 | 1.15 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.70 | 2% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 0.930 | -5.772 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| 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 | -21.05 | -1% |
| Returns for 3 years | 24.23 | 15.26 | 159% |
| Returns for 5 years | 66.35 | 21.44 | 309% |
| Returns for 10 years | 103.34 | N/A | - |
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