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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$396.68
Change-$8.51 (-2.10%)
VolumeN/A
Net Assets1.45B
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
VSMVX vs WCMJX Comparison Chart in %
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VSMVX vs. WCMJX commentary
Nov 14, 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 StrongBuy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
VSMVX has more cash in the bank: 1.45B vs. WCMJX (7.41M). VSMVX pays higher dividends than WCMJX: VSMVX (1.75) 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 : -1.78 vs. WCMJX (-25.22). VSMVX return over 5 years is better than : 57.49 vs. WCMJX (13.30).
| 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 | 3.920 | -8.149 | -48% |
| 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 | 7.41M | 19,581% |
| Annual Yield % from dividends | 1.75 | 0.00 | - |
| Returns for 1 year | -1.78 | -25.22 | 7% |
| Returns for 3 years | 16.92 | 4.14 | 409% |
| Returns for 5 years | 57.49 | 13.30 | 432% |
| Returns for 10 years | 112.83 | N/A | - |
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