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VSMAX vs WBCRX
VSMAX vs WBCRX Comparison
Open Charts VSMAX vs WBCRX
Vanguard Small Cap Index Admiral Shares
Price$110.66
Change+$1.45 (+1.33%)
VolumeN/A
Net Assets139.54B
William Blair Small-Mid Cap Core R6
Price$15.89
Change+$0.19 (+1.21%)
VolumeN/A
Net Assets123.47M
VSMAX vs WBCRX Comparison Chart
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VSMAX vs. WBCRX commentary
Jun 04, 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 WBCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. WBCRX (123M). VSMAX pays higher dividends than WBCRX: VSMAX (1.48) vs WBCRX (0.17). VSMAX was incepted earlier than WBCRX: VSMAX (25 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 (13.00). 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 : 3.59 vs. WBCRX (2.08). WBCRX return over 5 years is better than : 62.22 vs. VSMAX (55.35).
| VSMAX | WBCRX | VSMAX / WBCRX | |
| Total Expense Ratio | 0.05 | 0.90 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 1.01 | 5% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -5.077 | -6.087 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 123M | 113,821% |
| Annual Yield % from dividends | 1.48 | 0.17 | 888% |
| Returns for 1 year | 3.59 | 2.08 | 172% |
| Returns for 3 years | 17.49 | 12.06 | 145% |
| Returns for 5 years | 55.35 | 62.22 | 89% |
| Returns for 10 years | 92.75 | N/A | - |