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VSIAX vs WBVRX
VSIAX vs WBVRX Comparison
Open Charts VSIAX vs WBVRX
Vanguard Small Cap Value Index Admiral
Price$87.19
Change+$0.72 (+0.83%)
VolumeN/A
Net Assets55.61B
William Blair Small Cap Value R6
Price$29.19
Change+$0.28 (+0.97%)
VolumeN/A
Net Assets1.13B
VSIAX vs WBVRX Comparison Chart in %
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VSIAX vs. WBVRX commentary
Jul 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: 55.6B vs. WBVRX (1.14B). VSIAX pays higher dividends than WBVRX: VSIAX (2.11) vs WBVRX (1.05). 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 : 10.98 vs. WBVRX (0.81). WBVRX return over 5 years is better than : 176.65 vs. VSIAX (95.80).
| 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 | 1.821 | -2.331 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6B | 1.14B | 4,899% |
| Annual Yield % from dividends | 2.11 | 1.05 | 202% |
| Returns for 1 year | 10.98 | 0.81 | 1,350% |
| Returns for 3 years | 35.69 | 4.37 | 816% |
| Returns for 5 years | 95.80 | 176.65 | 54% |
| Returns for 10 years | 94.29 | N/A | - |
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