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VSRAX vs WCMFX
VSRAX vs WCMFX Comparison
Open Charts VSRAX vs WCMFX
Invesco Small Cap Value R
Price$26.85
Change+$0.15 (+0.56%)
VolumeN/A
Net Assets8.84B
WCM SMID Quality Val Fd Institutional
Price$3.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.53B
VSRAX vs WCMFX Comparison Chart in %
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VSRAX vs. WCMFX commentary
Jan 15, 2026
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 VSRAX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 22.5B vs. VSRAX (8.84B). VSRAX pays higher dividends than WCMFX: VSRAX (0.03) vs WCMFX (0.00). VSRAX was incepted earlier than WCMFX: VSRAX (6 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than VSRAX (1.35). VSRAX is a more actively managed with annual turnover of: 52.00 vs. WCMFX (15.00). VSRAX has a lower initial minimum investment than WCMFX: VSRAX (1000) vs WCMFX (100000). VSRAX annual gain was more profitable for investors over the last year : 12.94 vs. WCMFX (-69.00). VSRAX return over 5 years is better than : 57.81 vs. WCMFX (-65.91).
| VSRAX | WCMFX | VSRAX / WCMFX | |
| Total Expense Ratio | 1.35 | 0.90 | 150% |
| Annual Report Gross Expense Ratio | 1.35 | 1.45 | 93% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 7.186 | 5.915 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.84B | 22.5B | 39% |
| Annual Yield % from dividends | 0.03 | 0.00 | - |
| Returns for 1 year | 12.94 | -69.00 | -19% |
| Returns for 3 years | 47.87 | -65.02 | -74% |
| Returns for 5 years | 57.81 | -65.91 | -88% |
| Returns for 10 years | N/A | N/A | - |
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