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VSIAX vs WBVRX
VSIAX vs WBVRX Comparison
Open Charts VSIAX vs WBVRX
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
William Blair Small Cap Value R6
Price$29.04
Change-$0.62 (-2.09%)
VolumeN/A
Net Assets1.3B
VSIAX vs WBVRX Comparison Chart
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VSIAX vs. WBVRX commentary
Feb 23, 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 Hold and WBVRX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. WBVRX (1.3B). VSIAX pays higher dividends than WBVRX: VSIAX (2.01) vs WBVRX (0.88). VSIAX was incepted earlier than WBVRX: VSIAX (13 years) vs WBVRX (4 years). WBVRX is a more actively managed with annual turnover of: 27.00 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 : 9.98 vs. WBVRX (0.09). WBVRX return over 5 years is better than : 64.63 vs. VSIAX (47.61).
| VSIAX | WBVRX | VSIAX / WBVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 4 years | - |
| Gain YTD | -0.294 | -1.892 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2B | 1.3B | 4,645% |
| Annual Yield % from dividends | 2.01 | 0.88 | 228% |
| Returns for 1 year | 9.98 | 0.09 | 10,830% |
| Returns for 3 years | 17.97 | -5.22 | -344% |
| Returns for 5 years | 47.61 | 64.63 | 74% |
| Returns for 10 years | 90.53 | N/A | - |
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