Ad is loading...
VSCIX vs WBCIX
VSCIX vs WBCIX Comparison
Open Charts VSCIX vs WBCIX
Vanguard Small Cap Index I
Price$109.47
Change+$0.65 (+0.60%)
VolumeN/A
Net Assets153.45B
William Blair Small-Mid Cap Core I
Price$15.93
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets115.71M
VSCIX vs WBCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSCIX vs. WBCIX commentary
Mar 10, 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 VSCIX is a Hold and WBCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. WBCIX (116M). VSCIX pays higher dividends than WBCIX: VSCIX (1.33) vs WBCIX (0.10). VSCIX was incepted earlier than WBCIX: VSCIX (28 years) vs WBCIX (5 years). WBCIX (1.16) is less costly to investors than VSCIX (0.04). WBCIX is a more actively managed with annual turnover of: 59.00 vs. VSCIX (12.00). WBCIX has a lower initial minimum investment than VSCIX: WBCIX (500000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 2.58 vs. WBCIX (0.48). WBCIX return over 5 years is better than : 65.33 vs. VSCIX (59.70).
| VSCIX | WBCIX | VSCIX / WBCIX | |
| Total Expense Ratio | 0.04 | 0.95 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.16 | 3% |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | -4.933 | -5.740 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 500000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 116M | 131,897% |
| Annual Yield % from dividends | 1.33 | 0.10 | 1,283% |
| Returns for 1 year | 2.58 | 0.48 | 534% |
| Returns for 3 years | 15.74 | 8.72 | 181% |
| Returns for 5 years | 59.70 | 65.33 | 91% |
| Returns for 10 years | 101.18 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...