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VSMAX vs WBCRX
VSMAX vs WBCRX Comparison
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VSMAX vs WBCRX Comparison Chart in %
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VSMAX vs. WBCRX commentary
Jul 26, 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.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. WBCRX (258M). 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 : 20.80 vs. WBCRX (10.55). VSMAX return over 5 years is better than : 36.32 vs. WBCRX (23.95).
| 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 | 14.645 | 12.012 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 258M | 73,256% |
| Annual Yield % from dividends | 1.18 | 0.00 | - |
| Returns for 1 year | 20.80 | 10.55 | 197% |
| Returns for 3 years | 44.84 | 22.97 | 195% |
| Returns for 5 years | 36.32 | 23.95 | 152% |
| Returns for 10 years | 153.13 | N/A | - |
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