VSMAX
Price
$145.38
Change
-$2.17 (-1.47%)
Updated
Aug 18 closing price
Net Assets
183.38B
WBCRX
Price
$19.54
Change
-$0.30 (-1.51%)
Updated
Aug 18 closing price
Net Assets
274.77M
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VSMAX vs WBCRX

VSMAX vs WBCRX Comparison Chart in %
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VS
VSMAX vs. WBCRX commentary
Aug 19, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. WBCRX (275M). VSMAX pays higher dividends than WBCRX: VSMAX (1.21) vs WBCRX (0.00). VSMAX was incepted earlier than WBCRX: VSMAX (26 years) vs WBCRX (7 years). WBCRX (1.04) is less costly to investors than VSMAX (0.05). WBCRX is a more actively managed with annual turnover of: 81.00 vs. VSMAX (17.00). 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 : 25.27 vs. WBCRX (17.08). VSMAX return over 5 years is better than : 45.58 vs. WBCRX (33.76).
VSMAXWBCRXVSMAX / WBCRX
Total Expense Ratio0.050.906%
Annual Report Gross Expense Ratio0.051.045%
Fund Existence26 years7 years-
Gain YTD19.58917.357113%
Front LoadN/AN/A-
Min. Initial Investment300010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets183B275M66,545%
Annual Yield % from dividends1.210.00-
Returns for 1 year25.2717.08148%
Returns for 3 years59.2537.42158%
Returns for 5 years45.5833.76135%
Returns for 10 years161.70N/A-
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