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VSIIX vs WBVNX
VSIIX vs WBVNX Comparison
Open Charts VSIIX vs WBVNX
Vanguard Small Cap Value Index I
Price$45.55
Change-$0.66 (-1.43%)
VolumeN/A
CapitalizationN/A
William Blair Small Cap Value N
Price$29.74
Change-$0.50 (-1.65%)
VolumeN/A
CapitalizationN/A
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VSIIX vs WBVNX Comparison Chart
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VSIIX vs. WBVNX commentary
Sep 07, 2024
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 VSIIX is a Buy and WBVNX is a Sell.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. WBVNX (1.28B). VSIIX pays higher dividends than WBVNX: VSIIX (2.02) vs WBVNX (0.57). VSIIX was incepted earlier than WBVNX: VSIIX (25 years) vs WBVNX (3 years). WBVNX is a more actively managed with annual turnover of: 27.00 vs. VSIIX (16.00). WBVNX has a lower initial minimum investment than VSIIX: WBVNX (2500) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 16.99 vs. WBVNX (6.72). WBVNX return over 5 years is better than : 78.83 vs. VSIIX (55.43).
| VSIIX | WBVNX | VSIIX / WBVNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 3 years | - |
| Gain YTD | 7.233 | 1.545 | 468% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.3B | 1.28B | 4,491% |
| Annual Yield % from dividends | 2.02 | 0.57 | 353% |
| Returns for 1 year | 16.99 | 6.72 | 253% |
| Returns for 3 years | 11.34 | -8.76 | -129% |
| Returns for 5 years | 55.43 | 78.83 | 70% |
| Returns for 10 years | 93.38 | 69.98 | 133% |
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