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VSMAX vs WBCRX
VSMAX vs WBCRX Comparison
Open Charts VSMAX vs WBCRX
Vanguard Small Cap Index Adm
Price$116.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
William Blair Small-Mid Cap Core R6
Price$17.36
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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VSMAX vs WBCRX Comparison Chart
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VSMAX vs. WBCRX commentary
Oct 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: 152B vs. WBCRX (188M). 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 : 28.45 vs. WBCRX (25.50). WBCRX return over 5 years is better than : 73.72 vs. VSMAX (59.55).
| 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 | 13.909 | 13.464 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 188M | 80,851% |
| Annual Yield % from dividends | 1.42 | 0.18 | 779% |
| Returns for 1 year | 28.45 | 25.50 | 112% |
| Returns for 3 years | 8.07 | 10.86 | 74% |
| Returns for 5 years | 59.55 | 73.72 | 81% |
| Returns for 10 years | 137.97 | N/A | - |
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