Interact to see
Advertisement
Advertisement
VISVX vs WBVNX
VISVX vs WBVNX Comparison
Open Charts VISVX vs WBVNX
Vanguard Small Cap Value Index I
Price$48.69
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets56.44B
William Blair Small Cap Value N
Price$28.80
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets1.08B
VISVX vs WBVNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VISVX vs. WBVNX commentary
Aug 19, 2025
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 VISVX is a Buy and WBVNX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. WBVNX (1.08B). VISVX pays higher dividends than WBVNX: VISVX (1.95) vs WBVNX (0.62). VISVX was incepted earlier than WBVNX: VISVX (27 years) vs WBVNX (4 years). WBVNX (1.15) is less costly to investors than VISVX (0.19). WBVNX is a more actively managed with annual turnover of: 35.00 vs. VISVX (16.00). WBVNX has a lower initial minimum investment than VISVX: WBVNX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 6.37 vs. WBVNX (-4.33). WBVNX return over 5 years is better than : 163.98 vs. VISVX (79.34).
| VISVX | WBVNX | VISVX / WBVNX | |
| Total Expense Ratio | 0.19 | 1.15 | 17% |
| Annual Report Gross Expense Ratio | 0.19 | 1.15 | 17% |
| Fund Existence | 27 years | 4 years | - |
| Gain YTD | 2.699 | -2.932 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4B | 1.08B | 5,203% |
| Annual Yield % from dividends | 1.95 | 0.62 | 314% |
| Returns for 1 year | 6.37 | -4.33 | -147% |
| Returns for 3 years | 21.84 | -8.49 | -257% |
| Returns for 5 years | 79.34 | 163.98 | 48% |
| Returns for 10 years | 109.85 | 70.82 | 155% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement