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VSMAX vs WBCIX
VSMAX vs WBCIX Comparison
Open Charts VSMAX vs WBCIX
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
William Blair Small-Mid Cap Core I
Price$17.67
Change+$0.23 (+1.32%)
VolumeN/A
Net Assets126.48M
VSMAX vs WBCIX Comparison Chart
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VSMAX vs. WBCIX commentary
Jan 31, 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: 155B vs. WBCIX (126M). 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 (20.35) and WBCIX (20.17) have marching annual gain over last year. WBCIX return over 5 years is better than : 68.23 vs. VSMAX (55.98).
| 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 | 3.638 | 4.556 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 126M | 123,016% |
| Annual Yield % from dividends | 1.42 | 0.14 | 1,020% |
| Returns for 1 year | 20.35 | 20.17 | 101% |
| Returns for 3 years | 20.91 | 18.26 | 115% |
| Returns for 5 years | 55.98 | 68.23 | 82% |
| Returns for 10 years | 124.89 | N/A | - |
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