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ASVRX vs WBVNX
ASVRX vs WBVNX Comparison
Open Charts ASVRX vs WBVNX
American Century Small Cap Value R
Price$10.10
Change-$0.24 (-2.32%)
VolumeN/A
Net Assets5.13B
William Blair Small Cap Value N
Price$29.09
Change-$0.62 (-2.09%)
VolumeN/A
Net Assets1.3B
ASVRX vs WBVNX Comparison Chart
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ASVRX vs. WBVNX commentary
Feb 23, 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 ASVRX is a Hold and WBVNX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.14B vs. WBVNX (1.3B). WBVNX pays higher dividends than ASVRX: WBVNX (0.57) vs ASVRX (0.47). ASVRX was incepted earlier than WBVNX: ASVRX (15 years) vs WBVNX (4 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. WBVNX (27.00). ASVRX (2500) and WBVNX (2500) have matching initial minimum investment requirements. ASVRX annual gain was more profitable for investors over the last year : 1.86 vs. WBVNX (-0.27). WBVNX return over 5 years is better than : 70.12 vs. ASVRX (35.21).
| ASVRX | WBVNX | ASVRX / WBVNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 4 years | - |
| Gain YTD | -0.394 | -1.955 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 1.3B | 396% |
| Annual Yield % from dividends | 0.47 | 0.57 | 83% |
| Returns for 1 year | 1.86 | -0.27 | -698% |
| Returns for 3 years | 0.54 | -6.16 | -9% |
| Returns for 5 years | 35.21 | 70.12 | 50% |
| Returns for 10 years | 14.19 | 63.15 | 22% |
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