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VSIAX vs WBVRX
VSIAX vs WBVRX Comparison
Open Charts VSIAX vs WBVRX
Vanguard Small Cap Value Index Admiral
Price$89.42
Change+$0.21 (+0.24%)
VolumeN/A
Net Assets59.14B
William Blair Small Cap Value R6
Price$29.20
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets1.01B
VSIAX vs WBVRX Comparison Chart in %
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VSIAX vs. WBVRX commentary
Oct 16, 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: 59.1B vs. WBVRX (1.02B). VSIAX pays higher dividends than WBVRX: VSIAX (2.00) vs WBVRX (0.99). 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 : 3.18 vs. WBVRX (-5.34). WBVRX return over 5 years is better than : 152.20 vs. VSIAX (77.44).
| 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 | 5.151 | -1.419 | -363% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.1B | 1.02B | 5,823% |
| Annual Yield % from dividends | 2.00 | 0.99 | 201% |
| Returns for 1 year | 3.18 | -5.34 | -60% |
| Returns for 3 years | 42.94 | 7.31 | 588% |
| Returns for 5 years | 77.44 | 152.20 | 51% |
| Returns for 10 years | 112.35 | N/A | - |
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