Interact to see
Advertisement
Advertisement
ASVRX vs WBVNX
ASVRX vs WBVNX Comparison
Open Charts ASVRX vs WBVNX
American Century Small Cap Value R
Price$10.12
Change-$0.11 (-1.08%)
VolumeN/A
Net Assets4.55B
William Blair Small Cap Value N
Price$29.81
Change-$0.37 (-1.23%)
VolumeN/A
Net Assets1.1B
ASVRX vs WBVNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. WBVNX commentary
Sep 13, 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 StrongBuy and WBVNX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.55B vs. WBVNX (1.1B). WBVNX pays higher dividends than ASVRX: WBVNX (0.58) vs ASVRX (0.39). ASVRX was incepted earlier than WBVNX: ASVRX (16 years) vs WBVNX (4 years). ASVRX (1.58) is less costly to investors than WBVNX (1.15). ASVRX is a more actively managed with annual turnover of: 39.00 vs. WBVNX (35.00). ASVRX (2500) and WBVNX (2500) have matching initial minimum investment requirements. WBVNX annual gain was more profitable for investors over the last year : 2.01 vs. ASVRX (-0.59). WBVNX return over 5 years is better than : 187.98 vs. ASVRX (60.03).
| ASVRX | WBVNX | ASVRX / WBVNX | |
| Total Expense Ratio | 1.58 | 1.15 | 137% |
| Annual Report Gross Expense Ratio | 1.58 | 1.15 | 137% |
| Fund Existence | 16 years | 4 years | - |
| Gain YTD | -0.580 | 1.719 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 1.1B | 413% |
| Annual Yield % from dividends | 0.39 | 0.58 | 66% |
| Returns for 1 year | -0.59 | 2.01 | -29% |
| Returns for 3 years | 8.13 | 3.81 | 213% |
| Returns for 5 years | 60.03 | 187.98 | 32% |
| Returns for 10 years | 22.67 | 78.69 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement