Interact to see
Advertisement
Advertisement
VSIIX vs WBVRX
VSIIX vs WBVRX Comparison
Open Charts VSIIX vs WBVRX
Vanguard Small Cap Value Index I
Price$50.59
Change-$0.06 (-0.12%)
VolumeN/A
Net Assets59.22B
William Blair Small Cap Value R6
Price$29.96
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets1.11B
VSIIX vs WBVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSIIX vs. WBVRX commentary
Sep 09, 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 VSIIX is a Buy and WBVRX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. WBVRX (1.11B). VSIIX pays higher dividends than WBVRX: VSIIX (1.98) vs WBVRX (0.98). VSIIX was incepted earlier than WBVRX: VSIIX (26 years) vs WBVRX (4 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 : 10.21 vs. WBVRX (0.22). WBVRX return over 5 years is better than : 164.81 vs. VSIIX (86.40).
| 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 | 4 years | - |
| Gain YTD | 6.695 | 1.453 | 461% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2B | 1.11B | 5,329% |
| Annual Yield % from dividends | 1.98 | 0.98 | 203% |
| Returns for 1 year | 10.21 | 0.22 | 4,628% |
| Returns for 3 years | 36.67 | 6.07 | 605% |
| Returns for 5 years | 86.40 | 164.81 | 52% |
| Returns for 10 years | 117.87 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FTXR | 34.77 | 0.17 | +0.49% |
| First Trust Nasdaq Transportation ETF | |||
| BSJU | 26.21 | 0.06 | +0.23% |
| Invesco BulletShares 2030 HY Corp Bd ETF | |||
| STIP | 103.52 | 0.11 | +0.11% |
| iShares 0-5 Year TIPS Bond ETF | |||
| QSIX | 35.77 | 0.04 | +0.11% |
| Pacer Metarus Nasdaq 100 Div Mltpl600ETF | |||
| PDT | 13.35 | N/A | N/A |
| John Hancock Premium Dividend Fund | |||