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VSIIX vs WBVRX
VSIIX vs WBVRX Comparison
Open Charts VSIIX vs WBVRX
VSIIX vs WBVRX Comparison Chart in %
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VSIIX vs. WBVRX commentary
Jul 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 65.5B vs. WBVRX (966M). VSIIX pays higher dividends than WBVRX: VSIIX (1.78) vs WBVRX (0.73). VSIIX was incepted earlier than WBVRX: VSIIX (27 years) vs WBVRX (5 years). WBVRX (0.80) is less costly to investors than VSIIX (0.05). WBVRX is a more actively managed with annual turnover of: 37.00 vs. VSIIX (25.00). WBVRX has a lower initial minimum investment than VSIIX: WBVRX (1000000) vs VSIIX (5000000). WBVRX annual gain was more profitable for investors over the last year : 27.64 vs. VSIIX (21.77). WBVRX return over 5 years is better than : 127.32 vs. VSIIX (42.61).
| VSIIX | WBVRX | VSIIX / WBVRX | |
| Total Expense Ratio | 0.05 | 0.80 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 0.80 | 6% |
| Fund Existence | 27 years | 5 years | - |
| Gain YTD | 15.096 | 22.323 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.5B | 966M | 6,781% |
| Annual Yield % from dividends | 1.78 | 0.73 | 246% |
| Returns for 1 year | 21.77 | 27.64 | 79% |
| Returns for 3 years | 48.59 | 31.36 | 155% |
| Returns for 5 years | 42.61 | 127.32 | 33% |
| Returns for 10 years | 141.28 | N/A | - |
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