WCMJX vs. VSIAX

Last updated Apr 2, 2026

Compare and contrast key facts about WCM Focused Small Cap Fund (WCMJX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX).

WCMJX is managed by WCM Investment Management. It was launched on Oct 30, 2019. VSIAX is managed by Vanguard. It was launched on Sep 27, 2011.

Performance

WCMJX vs. VSIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WCM Focused Small Cap Fund (WCMJX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). The values are adjusted to include any dividend payments, if applicable.

WCMJX vs. VSIAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
WCMJX WCM Focused Small Cap Fund	6.28%	-71.65%	33.22%	23.83%	-13.93%	18.91%	-0.76%	5.20%
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares	3.10%	9.09%	11.34%	17.06%	-9.31%	28.10%	5.80%	4.59%

Returns By Period

WCMJX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VSIAX

• 1D: 2.28%
• 1M: -5.22%
• YTD: 3.10%
• 6M: 4.82%
• 1Y: 18.55%
• 3Y*: 13.36%
• 5Y*: 7.55%
• 10Y*: 10.08%

*Multi-year figures are annualized to reflect compound growth (CAGR)

WCMJX vs. VSIAX - Expense Ratio Comparison

WCMJX has a 1.25% expense ratio, which is higher than VSIAX's 0.07% expense ratio.

WCMJX

WCM Focused Small Cap Fund

VSIAX

Vanguard Small-Cap Value Index Fund Admiral Shares

Return for Risk

WCMJX vs. VSIAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VSIAX

VSIAX Risk / Return Rank: 49
VSIAX Sharpe Ratio Rank: 43
VSIAX Sortino Ratio Rank: 48
VSIAX Omega Ratio Rank: 42
VSIAX Calmar Ratio Rank: 56
VSIAX Martin Ratio Rank: 58

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WCMJX vs. VSIAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WCM Focused Small Cap Fund (WCMJX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	WCMJX	VSIAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.92	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.38	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.45	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.56	—

Correlation

The correlation between WCMJX and VSIAX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

WCMJX vs. VSIAX - Dividend Comparison

WCMJX's dividend yield for the trailing twelve months is around 3.80%, more than VSIAX's 1.90% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
WCMJX WCM Focused Small Cap Fund	3.80%	0.00%	33.08%	0.81%	1.85%	6.50%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares	1.90%	1.95%	1.98%	2.10%	2.03%	1.75%	1.68%	2.06%	2.35%	1.79%	1.77%	1.99%

Drawdowns

Drawdown Indicators

	WCMJX	VSIAX	Difference
Max Drawdown Largest peak-to-trough decline	—	-45.39%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-14.16%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.09%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-45.39%	—
Current Drawdown Current decline from peak	—	-6.15%	—
Average Drawdown Average peak-to-trough decline	—	-5.54%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.44%	—

Volatility

Volatility by Period

	WCMJX	VSIAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.52%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.25%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	20.69%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	19.86%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	22.45%	—