Interact to see
Advertisement
Advertisement
VSMAX vs WBCRX
VSMAX vs WBCRX Comparison
Open Charts VSMAX vs WBCRX
VSMAX vs WBCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSMAX vs. WBCRX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. WBCRX (265M). VSMAX pays higher dividends than WBCRX: VSMAX (1.18) 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 : 24.74 vs. WBCRX (14.29). VSMAX return over 5 years is better than : 35.21 vs. WBCRX (24.12).
| VSMAX | WBCRX | VSMAX / WBCRX | |
| Total Expense Ratio | 0.05 | 0.90 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 1.04 | 5% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 16.696 | 13.874 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183B | 265M | 69,057% |
| Annual Yield % from dividends | 1.18 | 0.00 | - |
| Returns for 1 year | 24.74 | 14.29 | 173% |
| Returns for 3 years | 52.19 | 30.06 | 174% |
| Returns for 5 years | 35.21 | 24.12 | 146% |
| Returns for 10 years | 168.92 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CGGE | 34.94 | 0.07 | +0.20% |
| Capital Group Global Equity ETF | |||
| KIO | 11.36 | 0.01 | +0.09% |
| KKR Income OPPORTUNITIES FUND | |||
| BSJV | 26.14 | N/A | N/A |
| Invesco BulletShares 2031 HY Corp Bd ETF | |||
| ANEL | 18.48 | N/A | N/A |
| Defiance Daily Target 2X Long ANET ETF | |||
| FESM | 47.59 | -0.53 | -1.10% |
| Fidelity Enhanced Small Cap Core ETF | |||