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ASVRX vs WBVNX
ASVRX vs WBVNX Comparison
Open Charts ASVRX vs WBVNX
American Century Small Cap Value R
Price$10.52
Change+$0.08 (+0.77%)
VolumeN/A
Net Assets5.4B
William Blair Small Cap Value N
Price$30.31
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets1.37B
ASVRX vs WBVNX Comparison Chart
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ASVRX vs. WBVNX commentary
Jan 19, 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: 5.4B vs. WBVNX (1.37B). 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 : 9.73 vs. WBVNX (7.39). WBVNX return over 5 years is better than : 71.83 vs. ASVRX (36.69).
| 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 | 3.748 | 2.157 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 1.37B | 394% |
| Annual Yield % from dividends | 0.47 | 0.57 | 83% |
| Returns for 1 year | 9.73 | 7.39 | 132% |
| Returns for 3 years | 0.30 | -8.28 | -4% |
| Returns for 5 years | 36.69 | 71.83 | 51% |
| Returns for 10 years | 25.46 | 77.46 | 33% |
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