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VSIAX vs WBVRX
VSIAX vs WBVRX Comparison
Open Charts VSIAX vs WBVRX
Vanguard Small Cap Value Index Admiral
Price$79.82
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets51.69B
William Blair Small Cap Value R6
Price$26.74
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.09B
VSIAX vs WBVRX Comparison Chart
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VSIAX vs. WBVRX commentary
May 11, 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 VSIAX is a Buy and WBVRX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. WBVRX (1.09B). VSIAX pays higher dividends than WBVRX: VSIAX (2.34) vs WBVRX (1.12). VSIAX was incepted earlier than WBVRX: VSIAX (14 years) vs WBVRX (4 years). WBVRX (0.79) is less costly to investors than VSIAX (0.07). WBVRX is a more actively managed with annual turnover of: 35.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than WBVRX: VSIAX (3000) vs WBVRX (1000000). VSIAX annual gain was more profitable for investors over the last year : -0.87 vs. WBVRX (-10.49). WBVRX return over 5 years is better than : 157.12 vs. VSIAX (88.60).
| VSIAX | WBVRX | VSIAX / WBVRX | |
| Total Expense Ratio | 0.07 | 0.79 | 9% |
| Annual Report Gross Expense Ratio | 0.07 | 0.79 | 9% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | -6.127 | -9.662 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7B | 1.09B | 4,730% |
| Annual Yield % from dividends | 2.34 | 1.12 | 209% |
| Returns for 1 year | -0.87 | -10.49 | 8% |
| Returns for 3 years | 18.96 | -7.87 | -241% |
| Returns for 5 years | 88.60 | 157.12 | 56% |
| Returns for 10 years | 79.24 | N/A | - |
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