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VSGIX vs WBSRX
VSGIX vs WBSRX Comparison
Open Charts VSGIX vs WBSRX
Vanguard Small Cap Growth Index I
Price$78.95
Change-$1.26 (-1.57%)
VolumeN/A
CapitalizationN/A
William Blair Small Cap Growth R6
Price$38.25
Change-$0.59 (-1.52%)
VolumeN/A
CapitalizationN/A
VSGIX vs WBSRX Comparison Chart
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VSGIX vs. WBSRX 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 VSGIX is a StrongBuy and WBSRX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.8B vs. WBSRX (914M). VSGIX pays higher dividends than WBSRX: VSGIX (0.67) vs WBSRX (0.00). VSGIX was incepted earlier than WBSRX: VSGIX (25 years) vs WBSRX (6 years). WBSRX is a more actively managed with annual turnover of: 55.00 vs. VSGIX (19.00). WBSRX has a lower initial minimum investment than VSGIX: WBSRX (1000000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 32.38 vs. WBSRX (29.18). VSGIX return over 5 years is better than : 47.68 vs. WBSRX (23.03).
| VSGIX | WBSRX | VSGIX / WBSRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 16.261 | 16.758 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 914M | 3,917% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | 32.38 | 29.18 | 111% |
| Returns for 3 years | -6.64 | -21.86 | 30% |
| Returns for 5 years | 47.68 | 23.03 | 207% |
| Returns for 10 years | 131.66 | N/A | - |