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VSMAX vs WBCRX
VSMAX vs WBCRX Comparison
Open Charts VSMAX vs WBCRX
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
William Blair Small-Mid Cap Core R6
Price$16.98
Change-$0.66 (-3.74%)
VolumeN/A
CapitalizationN/A
VSMAX vs WBCRX Comparison Chart
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VSMAX vs. WBCRX commentary
Dec 19, 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 Hold and WBCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. WBCRX (183M). 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 : 19.58 vs. WBCRX (16.82). WBCRX return over 5 years is better than : 65.96 vs. VSMAX (53.97).
| 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 | 18.049 | 15.294 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 183M | 91,257% |
| Annual Yield % from dividends | 1.42 | 0.18 | 779% |
| Returns for 1 year | 19.58 | 16.82 | 116% |
| Returns for 3 years | 15.80 | 13.74 | 115% |
| Returns for 5 years | 53.97 | 65.96 | 82% |
| Returns for 10 years | 125.00 | N/A | - |