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VSIIX vs WBVRX
VSIIX vs WBVRX Comparison
Open Charts VSIIX vs WBVRX
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
William Blair Small Cap Value R6
Price$30.71
Change-$1.27 (-3.97%)
VolumeN/A
CapitalizationN/A
VSIIX vs WBVRX Comparison Chart
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VS
VS
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. WBVRX (1.43B). VSIIX pays higher dividends than WBVRX: VSIIX (2.02) vs WBVRX (0.88). VSIIX was incepted earlier than WBVRX: VSIIX (25 years) vs WBVRX (3 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 : 10.31 vs. WBVRX (3.44). WBVRX return over 5 years is better than : 69.86 vs. VSIIX (46.47).
| VSIIX | WBVRX | VSIIX / WBVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 3 years | - |
| Gain YTD | 10.683 | 3.296 | 324% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 1.43B | 4,418% |
| Annual Yield % from dividends | 2.02 | 0.88 | 229% |
| Returns for 1 year | 10.31 | 3.44 | 300% |
| Returns for 3 years | 16.11 | -2.91 | -553% |
| Returns for 5 years | 46.47 | 69.86 | 67% |
| Returns for 10 years | 97.98 | N/A | - |