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VISVX vs WBVNX
VISVX vs WBVNX Comparison
Open Charts VISVX vs WBVNX
Vanguard Small Cap Value Index I
Price$50.15
Change+$1.55 (+3.19%)
VolumeN/A
Net Assets56.44B
William Blair Small Cap Value N
Price$29.88
Change+$1.16 (+4.04%)
VolumeN/A
Net Assets1.08B
VISVX vs WBVNX Comparison Chart in %
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VISVX vs. WBVNX commentary
Aug 23, 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 VISVX is a Buy and WBVNX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. WBVNX (1.08B). VISVX pays higher dividends than WBVNX: VISVX (1.95) vs WBVNX (0.62). VISVX was incepted earlier than WBVNX: VISVX (27 years) vs WBVNX (4 years). WBVNX (1.15) is less costly to investors than VISVX (0.19). WBVNX is a more actively managed with annual turnover of: 35.00 vs. VISVX (16.00). WBVNX has a lower initial minimum investment than VISVX: WBVNX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 5.65 vs. WBVNX (-4.72). WBVNX return over 5 years is better than : 166.67 vs. VISVX (81.17).
| VISVX | WBVNX | VISVX / WBVNX | |
| Total Expense Ratio | 0.19 | 1.15 | 17% |
| Annual Report Gross Expense Ratio | 0.19 | 1.15 | 17% |
| Fund Existence | 27 years | 4 years | - |
| Gain YTD | 2.509 | -3.202 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4B | 1.08B | 5,217% |
| Annual Yield % from dividends | 1.95 | 0.62 | 314% |
| Returns for 1 year | 5.65 | -4.72 | -120% |
| Returns for 3 years | 24.10 | -6.73 | -358% |
| Returns for 5 years | 81.17 | 166.67 | 49% |
| Returns for 10 years | 119.79 | 79.16 | 151% |
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