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VSMAX vs WBCIX
VSMAX vs WBCIX Comparison
Open Charts VSMAX vs WBCIX
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
William Blair Small-Mid Cap Core I
Price$14.71
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets105.26M
VSMAX vs WBCIX Comparison Chart
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VSMAX vs. WBCIX commentary
Apr 19, 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 VSMAX is a Buy and WBCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. WBCIX (105M). VSMAX pays higher dividends than WBCIX: VSMAX (1.52) vs WBCIX (0.11). VSMAX was incepted earlier than WBCIX: VSMAX (24 years) vs WBCIX (6 years). WBCIX (1.16) is less costly to investors than VSMAX (0.05). WBCIX is a more actively managed with annual turnover of: 59.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than WBCIX: VSMAX (3000) vs WBCIX (500000). WBCIX annual gain was more profitable for investors over the last year : -1.17 vs. VSMAX (-1.56). WBCIX return over 5 years is better than : 76.83 vs. VSMAX (68.33).
| VSMAX | WBCIX | VSMAX / WBCIX | |
| Total Expense Ratio | 0.05 | 0.95 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 1.16 | 4% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -13.717 | -12.959 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 105M | 136,190% |
| Annual Yield % from dividends | 1.52 | 0.11 | 1,367% |
| Returns for 1 year | -1.56 | -1.17 | 133% |
| Returns for 3 years | 1.43 | -3.49 | -41% |
| Returns for 5 years | 68.33 | 76.83 | 89% |
| Returns for 10 years | 75.18 | N/A | - |
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