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VRTIX vs WBCRX
VRTIX vs WBCRX Comparison
Open Charts VRTIX vs WBCRX
Vanguard Russell 2000 Index I
Price$373.52
Change+$3.58 (+0.97%)
VolumeN/A
Net Assets12.87B
William Blair Small-Mid Cap Core R6
Price$17.04
Change+$0.17 (+1.01%)
VolumeN/A
Net Assets143.16M
VRTIX vs WBCRX Comparison Chart in %
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VRTIX vs. WBCRX commentary
Sep 27, 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 VRTIX is a Buy and WBCRX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. WBCRX (143M). VRTIX pays higher dividends than WBCRX: VRTIX (1.17) vs WBCRX (0.15). VRTIX was incepted earlier than WBCRX: VRTIX (15 years) vs WBCRX (6 years). WBCRX (1.01) is less costly to investors than VRTIX (0.07). WBCRX is a more actively managed with annual turnover of: 59.00 vs. VRTIX (12.00). WBCRX has a lower initial minimum investment than VRTIX: WBCRX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 9.52 vs. WBCRX (-0.67). WBCRX return over 5 years is better than : 73.28 vs. VRTIX (66.33).
| VRTIX | WBCRX | VRTIX / WBCRX | |
| Total Expense Ratio | 0.07 | 0.90 | 8% |
| Annual Report Gross Expense Ratio | 0.07 | 1.01 | 7% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 8.416 | -0.296 | -2,848% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 143M | 9,021% |
| Annual Yield % from dividends | 1.17 | 0.15 | 759% |
| Returns for 1 year | 9.52 | -0.67 | -1,426% |
| Returns for 3 years | 46.95 | 36.31 | 129% |
| Returns for 5 years | 66.33 | 73.28 | 91% |
| Returns for 10 years | 132.47 | N/A | - |
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