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ASVRX vs WBVNX
ASVRX vs WBVNX Comparison
Open Charts ASVRX vs WBVNX
American Century Small Cap Value R
Price$10.07
Change-$0.43 (-4.10%)
VolumeN/A
CapitalizationN/A
William Blair Small Cap Value N
Price$30.65
Change-$1.27 (-3.98%)
VolumeN/A
CapitalizationN/A
ASVRX vs WBVNX Comparison Chart
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ASVRX vs. WBVNX commentary
Dec 19, 2024
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: 5.19B vs. WBVNX (1.43B). WBVNX pays higher dividends than ASVRX: WBVNX (0.57) vs ASVRX (0.47). ASVRX was incepted earlier than WBVNX: ASVRX (15 years) vs WBVNX (3 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. WBVNX annual gain was more profitable for investors over the last year : 9.32 vs. ASVRX (6.29). WBVNX return over 5 years is better than : 82.40 vs. ASVRX (33.69).
| ASVRX | WBVNX | ASVRX / WBVNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 3 years | - |
| Gain YTD | 4.327 | 7.186 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 1.43B | 364% |
| Annual Yield % from dividends | 0.47 | 0.57 | 83% |
| Returns for 1 year | 6.29 | 9.32 | 68% |
| Returns for 3 years | -3.43 | 0.08 | -4,489% |
| Returns for 5 years | 33.69 | 82.40 | 41% |
| Returns for 10 years | 23.23 | 81.98 | 28% |
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