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VSCPX vs WBCIX
VSCPX vs WBCIX Comparison
Open Charts VSCPX vs WBCIX
Vanguard Small Cap Index InstlPlus
Price$340.72
Change-$3.67 (-1.07%)
VolumeN/A
CapitalizationN/A
William Blair Small-Mid Cap Core I
Price$17.26
Change-$0.20 (-1.15%)
VolumeN/A
CapitalizationN/A
VSCPX vs WBCIX Comparison Chart
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VSCPX vs. WBCIX commentary
Nov 18, 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 VSCPX is a StrongBuy and WBCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. WBCIX (185M). VSCPX pays higher dividends than WBCIX: VSCPX (1.44) vs WBCIX (0.14). VSCPX was incepted earlier than WBCIX: VSCPX (14 years) vs WBCIX (5 years). WBCIX is a more actively managed with annual turnover of: 41.00 vs. VSCPX (12.00). WBCIX has a lower initial minimum investment than VSCPX: WBCIX (500000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 30.29 vs. WBCIX (24.09). WBCIX return over 5 years is better than : 66.00 vs. VSCPX (55.66).
| VSCPX | WBCIX | VSCPX / WBCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 15.805 | 12.884 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 500000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 185M | 81,622% |
| Annual Yield % from dividends | 1.44 | 0.14 | 1,033% |
| Returns for 1 year | 30.29 | 24.09 | 126% |
| Returns for 3 years | 4.74 | 1.92 | 247% |
| Returns for 5 years | 55.66 | 66.00 | 84% |
| Returns for 10 years | 123.43 | N/A | - |
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