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VSIAX vs WBVRX
VSIAX vs WBVRX Comparison
Open Charts VSIAX vs WBVRX
Vanguard Small Cap Value Index Admiral
Price$76.04
Change-$5.48 (-6.72%)
VolumeN/A
Net Assets57.63B
William Blair Small Cap Value R6
Price$25.65
Change-$2.00 (-7.23%)
VolumeN/A
Net Assets1.2B
VSIAX vs WBVRX Comparison Chart
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VSIAX vs. WBVRX commentary
Apr 04, 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 StrongBuy and WBVRX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. WBVRX (1.2B). VSIAX pays higher dividends than WBVRX: VSIAX (2.27) vs WBVRX (1.07). 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 : 1.33 vs. WBVRX (-7.48). WBVRX return over 5 years is better than : 217.82 vs. VSIAX (138.18).
| 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 | -4.128 | -6.588 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6B | 1.2B | 4,816% |
| Annual Yield % from dividends | 2.27 | 1.07 | 211% |
| Returns for 1 year | 1.33 | -7.48 | -18% |
| Returns for 3 years | 9.17 | -11.97 | -77% |
| Returns for 5 years | 138.18 | 217.82 | 63% |
| Returns for 10 years | 80.20 | N/A | - |
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