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VSMAX vs WBCRX
VSMAX vs WBCRX Comparison
Open Charts VSMAX vs WBCRX
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
William Blair Small-Mid Cap Core R6
Price$16.67
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets141.09M
VSMAX vs WBCRX Comparison Chart in %
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VSMAX vs. WBCRX commentary
Aug 18, 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 VSMAX is a Hold and WBCRX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. WBCRX (141M). VSMAX pays higher dividends than WBCRX: VSMAX (1.37) vs WBCRX (0.16). VSMAX was incepted earlier than WBCRX: VSMAX (25 years) vs WBCRX (6 years). WBCRX (1.01) is less costly to investors than VSMAX (0.05). WBCRX is a more actively managed with annual turnover of: 59.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than WBCRX: VSMAX (3000) vs WBCRX (1000000). VSMAX annual gain was more profitable for investors over the last year : 9.17 vs. WBCRX (2.37). WBCRX (59.17) and VSMAX (57.73) have equivalent 5 years return.
| VSMAX | WBCRX | VSMAX / WBCRX | |
| Total Expense Ratio | 0.05 | 0.90 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 1.01 | 5% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 2.517 | -1.478 | -170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 141M | 109,220% |
| Annual Yield % from dividends | 1.37 | 0.16 | 867% |
| Returns for 1 year | 9.17 | 2.37 | 388% |
| Returns for 3 years | 20.48 | 13.34 | 154% |
| Returns for 5 years | 57.73 | 59.17 | 98% |
| Returns for 10 years | 113.12 | N/A | - |
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