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VSIAX vs WBVRX
VSIAX vs WBVRX Comparison
Open Charts VSIAX vs WBVRX
Vanguard Small Cap Value Index Admiral
Price$86.21
Change+$0.92 (+1.08%)
VolumeN/A
Net Assets55.61B
William Blair Small Cap Value R6
Price$28.69
Change+$0.30 (+1.06%)
VolumeN/A
Net Assets1.09B
VSIAX vs WBVRX Comparison Chart in %
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VSIAX vs. WBVRX commentary
Jul 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. WBVRX (1.1B). 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 : 2.39 vs. WBVRX (-9.73). WBVRX return over 5 years is better than : 162.14 vs. VSIAX (85.67).
| 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 | 0.431 | -4.088 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6B | 1.1B | 5,078% |
| Annual Yield % from dividends | 2.11 | 1.05 | 202% |
| Returns for 1 year | 2.39 | -9.73 | -25% |
| Returns for 3 years | 33.13 | 1.92 | 1,725% |
| Returns for 5 years | 85.67 | 162.14 | 53% |
| Returns for 10 years | 93.09 | N/A | - |
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