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VSRAX vs WCMJX
VSRAX vs WCMJX Comparison
Open Charts VSRAX vs WCMJX
Invesco Small Cap Value R
Price$25.33
Change-$0.16 (-0.63%)
VolumeN/A
Net Assets7.55B
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
VSRAX vs WCMJX Comparison Chart in %
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VSRAX vs. WCMJX commentary
Oct 18, 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: 7.55B vs. WCMJX (21.8M). 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 : 1.94 vs. WCMJX (-21.05). VSRAX return over 5 years is better than : 103.82 vs. WCMJX (21.44).
| 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 | 8.666 | -5.772 | -150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 21.8M | 34,624% |
| Annual Yield % from dividends | 0.16 | 0.00 | - |
| Returns for 1 year | 1.94 | -21.05 | -9% |
| Returns for 3 years | 48.31 | 15.26 | 316% |
| Returns for 5 years | 103.82 | 21.44 | 484% |
| Returns for 10 years | N/A | N/A | - |
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