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VISGX vs WBSRX
VISGX vs WBSRX Comparison
Open Charts VISGX vs WBSRX
Vanguard Small Cap Growth Index I
Price$79.09
Change-$3.66 (-4.42%)
VolumeN/A
CapitalizationN/A
William Blair Small Cap Growth R6
Price$38.65
Change-$1.46 (-3.64%)
VolumeN/A
CapitalizationN/A
VISGX vs WBSRX Comparison Chart
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VISGX vs. WBSRX commentary
Dec 19, 2024
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 VISGX is a Hold and WBSRX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 40.7B vs. WBSRX (956M). VISGX pays higher dividends than WBSRX: VISGX (0.55) vs WBSRX (0.00). VISGX was incepted earlier than WBSRX: VISGX (27 years) vs WBSRX (6 years). WBSRX is a more actively managed with annual turnover of: 55.00 vs. VISGX (19.00). VISGX has a lower initial minimum investment than WBSRX: VISGX (3000) vs WBSRX (1000000). WBSRX annual gain was more profitable for investors over the last year : 18.74 vs. VISGX (16.53). VISGX return over 5 years is better than : 42.03 vs. WBSRX (22.70).
| VISGX | WBSRX | VISGX / WBSRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | 16.578 | 17.979 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7B | 956M | 4,257% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | 16.53 | 18.74 | 88% |
| Returns for 3 years | 3.41 | 6.24 | 55% |
| Returns for 5 years | 42.03 | 22.70 | 185% |
| Returns for 10 years | 128.50 | N/A | - |
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