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VSMAX vs WBCIX
VSMAX vs WBCIX Comparison
Open Charts VSMAX vs WBCIX
Vanguard Small Cap Index Admiral Shares
Price$109.48
Change+$0.66 (+0.61%)
VolumeN/A
Net Assets153.45B
William Blair Small-Mid Cap Core I
Price$15.93
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets115.71M
VSMAX vs WBCIX Comparison Chart
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VSMAX vs. WBCIX commentary
Mar 10, 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 Hold and WBCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. WBCIX (116M). VSMAX pays higher dividends than WBCIX: VSMAX (1.32) vs WBCIX (0.10). VSMAX was incepted earlier than WBCIX: VSMAX (24 years) vs WBCIX (5 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). VSMAX annual gain was more profitable for investors over the last year : 2.58 vs. WBCIX (0.48). WBCIX return over 5 years is better than : 65.33 vs. VSMAX (59.70).
| 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 | 5 years | - |
| Gain YTD | -4.932 | -5.740 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 116M | 131,897% |
| Annual Yield % from dividends | 1.32 | 0.10 | 1,274% |
| Returns for 1 year | 2.58 | 0.48 | 536% |
| Returns for 3 years | 15.74 | 8.72 | 181% |
| Returns for 5 years | 59.70 | 65.33 | 91% |
| Returns for 10 years | 101.15 | N/A | - |
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