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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$416.48
Change+$0.10 (+0.02%)
VolumeN/A
Net Assets1.5B
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.62M
VSMVX vs WCMJX Comparison Chart in %
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VSMVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMVX has more cash in the bank: 1.5B vs. WCMJX (1.62M). VSMVX pays higher dividends than WCMJX: VSMVX (1.70) 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: 47.00 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 : 5.29 vs. WCMJX (-71.61). VSMVX return over 5 years is better than : 45.45 vs. WCMJX (-67.27).
| 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 | 6.816 | -71.053 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| 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 | -71.61 | -7% |
| Returns for 3 years | 28.18 | -65.27 | -43% |
| Returns for 5 years | 45.45 | -67.27 | -68% |
| Returns for 10 years | 116.69 | N/A | - |
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