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VSMAX vs WBCIX
VSMAX vs WBCIX Comparison
Open Charts VSMAX vs WBCIX
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
William Blair Small-Mid Cap Core I
Price$17.26
Change-$0.20 (-1.15%)
VolumeN/A
CapitalizationN/A
VSMAX vs WBCIX Comparison Chart
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VSMAX vs. WBCIX commentary
Nov 18, 2024
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 StrongBuy and WBCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. WBCIX (185M). VSMAX pays higher dividends than WBCIX: VSMAX (1.42) vs WBCIX (0.14). VSMAX was incepted earlier than WBCIX: VSMAX (24 years) vs WBCIX (5 years). WBCIX is a more actively managed with annual turnover of: 41.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than WBCIX: VSMAX (3000) vs WBCIX (500000). VSMAX annual gain was more profitable for investors over the last year : 30.28 vs. WBCIX (24.09). WBCIX return over 5 years is better than : 66.00 vs. VSMAX (55.62).
| VSMAX | WBCIX | VSMAX / WBCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 15.803 | 12.884 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 185M | 81,622% |
| Annual Yield % from dividends | 1.42 | 0.14 | 1,020% |
| Returns for 1 year | 30.28 | 24.09 | 126% |
| Returns for 3 years | 4.74 | 1.92 | 247% |
| Returns for 5 years | 55.62 | 66.00 | 84% |
| Returns for 10 years | 123.30 | N/A | - |