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VSGIX vs WBSRX
VSGIX vs WBSRX Comparison
Open Charts VSGIX vs WBSRX
Vanguard Small Cap Growth Index I
Price$79.22
Change-$3.67 (-4.43%)
VolumeN/A
CapitalizationN/A
William Blair Small Cap Growth R6
Price$38.65
Change-$1.46 (-3.64%)
VolumeN/A
CapitalizationN/A
VSGIX vs WBSRX Comparison Chart
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VSGIX vs. WBSRX commentary
Dec 19, 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 Hold and WBSRX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 40.7B vs. WBSRX (956M). 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). WBSRX annual gain was more profitable for investors over the last year : 18.74 vs. VSGIX (16.58). VSGIX return over 5 years is better than : 42.32 vs. WBSRX (22.70).
| 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 | 16.658 | 17.979 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7B | 956M | 4,257% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | 16.58 | 18.74 | 88% |
| Returns for 3 years | 3.54 | 6.24 | 57% |
| Returns for 5 years | 42.32 | 22.70 | 186% |
| Returns for 10 years | 129.61 | N/A | - |
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