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VSMAX vs WBCIX
VSMAX vs WBCIX Comparison
Open Charts VSMAX vs WBCIX
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
William Blair Small-Mid Cap Core I
Price$15.95
Change+$0.15 (+0.95%)
VolumeN/A
Net Assets124.19M
VSMAX vs WBCIX Comparison Chart
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VSMAX vs. WBCIX commentary
Jun 07, 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 StrongBuy and WBCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. WBCIX (124M). VSMAX pays higher dividends than WBCIX: VSMAX (1.48) vs WBCIX (0.11). VSMAX was incepted earlier than WBCIX: VSMAX (25 years) vs WBCIX (6 years). WBCIX (1.15) is less costly to investors than VSMAX (0.05). WBCIX is a more actively managed with annual turnover of: 59.00 vs. VSMAX (13.00). 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 : 5.16 vs. WBCIX (3.14). WBCIX return over 5 years is better than : 58.01 vs. VSMAX (52.39).
| VSMAX | WBCIX | VSMAX / WBCIX | |
| Total Expense Ratio | 0.05 | 0.95 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 1.15 | 4% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -4.060 | -5.621 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 124M | 119,355% |
| Annual Yield % from dividends | 1.48 | 0.11 | 1,340% |
| Returns for 1 year | 5.16 | 3.14 | 164% |
| Returns for 3 years | 16.71 | 10.36 | 161% |
| Returns for 5 years | 52.39 | 58.01 | 90% |
| Returns for 10 years | 96.62 | N/A | - |
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