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ASVRX vs WBVNX
ASVRX vs WBVNX Comparison
Open Charts ASVRX vs WBVNX
American Century Small Cap Value R
Price$11.18
Change-$0.08 (-0.71%)
VolumeN/A
CapitalizationN/A
William Blair Small Cap Value N
Price$32.02
Change-$0.26 (-0.81%)
VolumeN/A
CapitalizationN/A
ASVRX vs WBVNX Comparison Chart
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ASVRX vs. WBVNX commentary
Nov 18, 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 Buy and WBVNX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.77B vs. WBVNX (1.33B). 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. ASVRX annual gain was more profitable for investors over the last year : 26.01 vs. WBVNX (17.41). WBVNX return over 5 years is better than : 80.70 vs. ASVRX (48.22).
| 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 | 10.879 | 7.522 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.77B | 1.33B | 435% |
| Annual Yield % from dividends | 0.47 | 0.57 | 83% |
| Returns for 1 year | 26.01 | 17.41 | 149% |
| Returns for 3 years | -4.06 | -9.42 | 43% |
| Returns for 5 years | 48.22 | 80.70 | 60% |
| Returns for 10 years | 18.23 | 77.69 | 23% |
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