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VSIAX vs WBVRX
VSIAX vs WBVRX Comparison
Open Charts VSIAX vs WBVRX
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
William Blair Small Cap Value R6
Price$28.96
Change+$0.16 (+0.56%)
VolumeN/A
Net Assets1.14B
VSIAX vs WBVRX Comparison Chart in %
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VSIAX vs. WBVRX commentary
Jul 07, 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 VSIAX is a StrongBuy and WBVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. WBVRX (1.14B). VSIAX pays higher dividends than WBVRX: VSIAX (2.11) vs WBVRX (1.05). VSIAX was incepted earlier than WBVRX: VSIAX (14 years) vs WBVRX (4 years). WBVRX (0.79) is less costly to investors than VSIAX (0.07). WBVRX is a more actively managed with annual turnover of: 35.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than WBVRX: VSIAX (3000) vs WBVRX (1000000). VSIAX annual gain was more profitable for investors over the last year : 11.67 vs. WBVRX (0.95). WBVRX return over 5 years is better than : 174.76 vs. VSIAX (94.16).
| VSIAX | WBVRX | VSIAX / WBVRX | |
| Total Expense Ratio | 0.07 | 0.79 | 9% |
| Annual Report Gross Expense Ratio | 0.07 | 0.79 | 9% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 2.044 | -2.162 | -95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54B | 1.14B | 4,745% |
| Annual Yield % from dividends | 2.11 | 1.05 | 202% |
| Returns for 1 year | 11.67 | 0.95 | 1,224% |
| Returns for 3 years | 34.88 | 3.46 | 1,008% |
| Returns for 5 years | 94.16 | 174.76 | 54% |
| Returns for 10 years | 96.53 | N/A | - |
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