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VSRAX vs WCMJX
VSRAX vs WCMJX Comparison
Open Charts VSRAX vs WCMJX
Invesco Small Cap Value R
Price$25.39
Change-$0.59 (-2.27%)
VolumeN/A
Net Assets7.57B
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
VSRAX vs WCMJX Comparison Chart in %
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VS
VSRAX 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 VSRAX is a Hold and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
VSRAX has more cash in the bank: 7.57B vs. WCMJX (7.41M). VSRAX pays higher dividends than WCMJX: VSRAX (0.16) vs WCMJX (0.00). VSRAX was incepted earlier than WCMJX: VSRAX (6 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than VSRAX (1.35). VSRAX is a more actively managed with annual turnover of: 52.00 vs. WCMJX (15.00). VSRAX (1000) and WCMJX (1000) have matching initial minimum investment requirements. VSRAX annual gain was more profitable for investors over the last year : -0.75 vs. WCMJX (-25.22). VSRAX return over 5 years is better than : 88.48 vs. WCMJX (13.30).
| VSRAX | WCMJX | VSRAX / WCMJX | |
| Total Expense Ratio | 1.35 | 1.15 | 117% |
| Annual Report Gross Expense Ratio | 1.35 | 1.70 | 79% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 11.454 | -8.149 | -141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.57B | 7.41M | 102,255% |
| Annual Yield % from dividends | 0.16 | 0.00 | - |
| Returns for 1 year | -0.75 | -25.22 | 3% |
| Returns for 3 years | 34.88 | 4.14 | 843% |
| Returns for 5 years | 88.48 | 13.30 | 665% |
| Returns for 10 years | N/A | N/A | - |
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