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VSMAX vs WBCRX
VSMAX vs WBCRX Comparison
Open Charts VSMAX vs WBCRX
Vanguard Small Cap Index Admiral Shares
Price$98.42
Change-$1.16 (-1.16%)
VolumeN/A
Net Assets143.36B
William Blair Small-Mid Cap Core R6
Price$14.65
Change-$0.15 (-1.01%)
VolumeN/A
Net Assets103.91M
VSMAX vs WBCRX Comparison Chart
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VSMAX vs. WBCRX commentary
Apr 17, 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 WBCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. WBCRX (104M). VSMAX pays higher dividends than WBCRX: VSMAX (1.52) vs WBCRX (0.17). VSMAX was incepted earlier than WBCRX: VSMAX (24 years) vs WBCRX (6 years). WBCRX (1.01) is less costly to investors than VSMAX (0.05). WBCRX is a more actively managed with annual turnover of: 59.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than WBCRX: VSMAX (3000) vs WBCRX (1000000). WBCRX annual gain was more profitable for investors over the last year : -1.38 vs. VSMAX (-2.01). WBCRX return over 5 years is better than : 78.09 vs. VSMAX (68.86).
| VSMAX | WBCRX | VSMAX / WBCRX | |
| Total Expense Ratio | 0.05 | 0.90 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 1.01 | 5% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -13.447 | -12.530 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 104M | 137,500% |
| Annual Yield % from dividends | 1.52 | 0.17 | 906% |
| Returns for 1 year | -2.01 | -1.38 | 146% |
| Returns for 3 years | 1.20 | -3.37 | -36% |
| Returns for 5 years | 68.86 | 78.09 | 88% |
| Returns for 10 years | 77.14 | N/A | - |
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