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VSIIX vs WBVRX ᐉ Comparison: Which is Better to Invest?
VSIIX vs WBVRX Comparison
Open Charts VSIIX vs WBVRX
Vanguard Small Cap Value Index I
Price$40.88
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
William Blair Small Cap Value R6
Price$28.69
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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VS
VS
VSIIX vs WBVRX Comparison Chart
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FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 47.5B vs. WBVRX (1.25B). VSIIX pays higher dividends than WBVRX: VSIIX (2.30) vs WBVRX (0.77). VSIIX was incepted earlier than WBVRX: VSIIX (24 years) vs WBVRX (2 years). WBVRX (0.81) is less costly to investors than VSIIX (0.06). WBVRX is a more actively managed with annual turnover of: 25.00 vs. VSIIX (13.00). 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 : 4.72 vs. WBVRX (-5.85).
| VSIIX | WBVRX | VSIIX / WBVRX | |
| Total Expense Ratio | 0.06 | 0.81 | 7% |
| Annual Report Gross Expense Ratio | 0.06 | 0.81 | 7% |
| Fund Existence | 24 years | 2 years | - |
| Gain YTD | 7.572 | 3.537 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.5B | 1.25B | 3,800% |
| Annual Yield % from dividends | 2.30 | 0.77 | 299% |
| Returns for 1 year | 4.72 | -5.85 | -81% |
| Returns for 3 years | 22.42 | 116.86 | 19% |
| Returns for 5 years | 40.51 | N/A | - |
| Returns for 10 years | 91.39 | N/A | - |
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