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VSIIX vs WBVRX
VSIIX vs WBVRX Comparison
Open Charts VSIIX vs WBVRX
Vanguard Small Cap Value Index I
Price$54.21
Change+$4.36 (+8.75%)
VolumeN/A
Net Assets59.85B
William Blair Small Cap Value R6
Price$32.28
Change+$3.24 (+11.16%)
VolumeN/A
Net Assets976.62M
VSIIX vs WBVRX Comparison Chart in %
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VSIIX vs. WBVRX commentary
Feb 04, 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 VSIIX is a StrongBuy and WBVRX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. WBVRX (977M). VSIIX pays higher dividends than WBVRX: VSIIX (1.86) vs WBVRX (0.84). VSIIX was incepted earlier than WBVRX: VSIIX (26 years) vs WBVRX (5 years). WBVRX (0.79) is less costly to investors than VSIIX (0.06). WBVRX is a more actively managed with annual turnover of: 35.00 vs. VSIIX (16.00). WBVRX has a lower initial minimum investment than VSIIX: WBVRX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 10.09 vs. WBVRX (7.57). WBVRX return over 5 years is better than : 126.09 vs. VSIIX (52.94).
| VSIIX | WBVRX | VSIIX / WBVRX | |
| Total Expense Ratio | 0.06 | 0.79 | 8% |
| Annual Report Gross Expense Ratio | 0.06 | 0.79 | 8% |
| Fund Existence | 26 years | 5 years | - |
| Gain YTD | 6.191 | 7.922 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8B | 977M | 6,121% |
| Annual Yield % from dividends | 1.86 | 0.84 | 223% |
| Returns for 1 year | 10.09 | 7.57 | 133% |
| Returns for 3 years | 29.49 | 5.77 | 511% |
| Returns for 5 years | 52.94 | 126.09 | 42% |
| Returns for 10 years | 161.55 | N/A | - |
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