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ASVRX vs WBVNX
ASVRX vs WBVNX Comparison
Open Charts ASVRX vs WBVNX
American Century Small Cap Value R
Price$9.87
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets4.8B
William Blair Small Cap Value N
Price$28.98
Change+$0.16 (+0.56%)
VolumeN/A
Net Assets1.14B
ASVRX vs WBVNX Comparison Chart in %
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ASVRX vs. WBVNX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.8B vs. WBVNX (1.14B). WBVNX pays higher dividends than ASVRX: WBVNX (0.63) vs ASVRX (0.42). ASVRX was incepted earlier than WBVNX: ASVRX (15 years) vs WBVNX (4 years). ASVRX (1.59) 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 : 0.66 vs. ASVRX (-1.10). WBVNX return over 5 years is better than : 186.36 vs. ASVRX (67.04).
| ASVRX | WBVNX | ASVRX / WBVNX | |
| Total Expense Ratio | 1.59 | 1.15 | 138% |
| Annual Report Gross Expense Ratio | 1.59 | 1.15 | 138% |
| Fund Existence | 15 years | 4 years | - |
| Gain YTD | -2.555 | -2.326 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.8B | 1.14B | 422% |
| Annual Yield % from dividends | 0.42 | 0.63 | 67% |
| Returns for 1 year | -1.10 | 0.66 | -167% |
| Returns for 3 years | 11.16 | 2.46 | 453% |
| Returns for 5 years | 67.04 | 186.36 | 36% |
| Returns for 10 years | 10.24 | 62.72 | 16% |
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