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VISVX vs WBVRX
VISVX vs WBVRX Comparison
Open Charts VISVX vs WBVRX
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
William Blair Small Cap Value R6
Price$28.62
Change+$0.15 (+0.53%)
VolumeN/A
Net Assets1.09B
VISVX vs WBVRX Comparison Chart in %
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VISVX vs. WBVRX commentary
Jul 27, 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 StrongBuy and WBVRX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. WBVRX (1.09B). VISVX pays higher dividends than WBVRX: VISVX (1.99) vs WBVRX (1.05). VISVX was incepted earlier than WBVRX: VISVX (27 years) vs WBVRX (4 years). WBVRX (0.79) is less costly to investors than VISVX (0.19). WBVRX is a more actively managed with annual turnover of: 35.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than WBVRX: VISVX (3000) vs WBVRX (1000000). VISVX annual gain was more profitable for investors over the last year : 5.54 vs. WBVRX (-8.80). WBVRX return over 5 years is better than : 160.42 vs. VISVX (88.78).
| VISVX | WBVRX | VISVX / WBVRX | |
| Total Expense Ratio | 0.19 | 0.79 | 24% |
| Annual Report Gross Expense Ratio | 0.19 | 0.79 | 24% |
| Fund Existence | 27 years | 4 years | - |
| Gain YTD | 2.868 | -3.311 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6B | 1.09B | 5,087% |
| Annual Yield % from dividends | 1.99 | 1.05 | 190% |
| Returns for 1 year | 5.54 | -8.80 | -63% |
| Returns for 3 years | 30.99 | -2.31 | -1,343% |
| Returns for 5 years | 88.78 | 160.42 | 55% |
| Returns for 10 years | 102.36 | N/A | - |