Interact to see
Advertisement
Advertisement
ASVRX vs WBVNX
ASVRX vs WBVNX Comparison
Open Charts ASVRX vs WBVNX
ASVRX vs WBVNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. WBVNX commentary
Jun 24, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.99B vs. WBVNX (1.03B). ASVRX pays higher dividends than WBVNX: ASVRX (0.54) vs WBVNX (0.46). ASVRX was incepted earlier than WBVNX: ASVRX (16 years) vs WBVNX (5 years). ASVRX (1.58) is less costly to investors than WBVNX (1.16). ASVRX is a more actively managed with annual turnover of: 42.00 vs. WBVNX (37.00). ASVRX (2500) and WBVNX (2500) have matching initial minimum investment requirements. WBVNX annual gain was more profitable for investors over the last year : 32.39 vs. ASVRX (8.15). WBVNX return over 5 years is better than : 133.70 vs. ASVRX (-8.54).
| ASVRX | WBVNX | ASVRX / WBVNX | |
| Total Expense Ratio | 1.58 | 1.15 | 137% |
| Annual Report Gross Expense Ratio | 1.58 | 1.16 | 136% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 16.783 | 20.804 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.99B | 1.03B | 289% |
| Annual Yield % from dividends | 0.54 | 0.46 | 117% |
| Returns for 1 year | 8.15 | 32.39 | 25% |
| Returns for 3 years | 13.64 | 34.73 | 39% |
| Returns for 5 years | -8.54 | 133.70 | -6% |
| Returns for 10 years | 36.74 | 108.68 | 34% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement