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VSIIX vs WBVRX
VSIIX vs WBVRX Comparison
Open Charts VSIIX vs WBVRX
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
William Blair Small Cap Value R6
Price$29.04
Change-$0.62 (-2.09%)
VolumeN/A
Net Assets1.3B
VSIIX vs WBVRX Comparison Chart
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VSIIX vs. WBVRX commentary
Feb 23, 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 VSIIX is a Hold and WBVRX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. WBVRX (1.3B). VSIIX pays higher dividends than WBVRX: VSIIX (2.02) vs WBVRX (0.88). VSIIX was incepted earlier than WBVRX: VSIIX (25 years) vs WBVRX (4 years). WBVRX is a more actively managed with annual turnover of: 27.00 vs. VSIIX (16.00). WBVRX has a lower initial minimum investment than VSIIX: WBVRX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 9.99 vs. WBVRX (0.09). WBVRX return over 5 years is better than : 64.63 vs. VSIIX (47.63).
| VSIIX | WBVRX | VSIIX / WBVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | -0.294 | -1.892 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2B | 1.3B | 4,645% |
| Annual Yield % from dividends | 2.02 | 0.88 | 229% |
| Returns for 1 year | 9.99 | 0.09 | 10,839% |
| Returns for 3 years | 17.99 | -5.22 | -345% |
| Returns for 5 years | 47.63 | 64.63 | 74% |
| Returns for 10 years | 90.58 | N/A | - |
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