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VSMAX vs WBCRX
VSMAX vs WBCRX Comparison
Open Charts VSMAX vs WBCRX
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
William Blair Small-Mid Cap Core R6
Price$17.29
Change-$0.19 (-1.09%)
VolumeN/A
CapitalizationN/A
VSMAX vs WBCRX Comparison Chart
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VSMAX vs. WBCRX 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 WBCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. WBCRX (185M). VSMAX pays higher dividends than WBCRX: VSMAX (1.42) vs WBCRX (0.18). VSMAX was incepted earlier than WBCRX: VSMAX (24 years) vs WBCRX (5 years). WBCRX is a more actively managed with annual turnover of: 41.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than WBCRX: VSMAX (3000) vs WBCRX (1000000). VSMAX annual gain was more profitable for investors over the last year : 30.28 vs. WBCRX (24.19). WBCRX return over 5 years is better than : 66.22 vs. VSMAX (55.62).
| VSMAX | WBCRX | VSMAX / WBCRX | |
| 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 | 13.007 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 185M | 81,622% |
| Annual Yield % from dividends | 1.42 | 0.18 | 779% |
| Returns for 1 year | 30.28 | 24.19 | 125% |
| Returns for 3 years | 4.74 | 2.09 | 227% |
| Returns for 5 years | 55.62 | 66.22 | 84% |
| Returns for 10 years | 123.30 | N/A | - |
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