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VSGIX vs WBSRX
VSGIX vs WBSRX Comparison
Open Charts VSGIX vs WBSRX
Vanguard Small Cap Growth Index I
Price$74.95
Change-$0.33 (-0.44%)
VolumeN/A
CapitalizationN/A
William Blair Small Cap Growth R6
Price$37.50
Change-$0.17 (-0.45%)
VolumeN/A
CapitalizationN/A
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VSGIX vs WBSRX Comparison Chart
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VSGIX vs. WBSRX commentary
Sep 21, 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: 35.3B vs. WBSRX (886M). VSGIX pays higher dividends than WBSRX: VSGIX (0.67) vs WBSRX (0.00). VSGIX was incepted earlier than WBSRX: VSGIX (24 years) vs WBSRX (5 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 (25.63) and VSGIX (25.15) have marching annual gain over last year. VSGIX return over 5 years is better than : 43.36 vs. WBSRX (20.70).
| VSGIX | WBSRX | VSGIX / WBSRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 10.308 | 14.469 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.3B | 886M | 3,984% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | 25.15 | 25.63 | 98% |
| Returns for 3 years | -6.70 | -17.05 | 39% |
| Returns for 5 years | 43.36 | 20.70 | 210% |
| Returns for 10 years | 126.99 | N/A | - |
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