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ASVRX vs WBVNX
ASVRX vs WBVNX Comparison
Open Charts ASVRX vs WBVNX
ASVRX vs WBVNX Comparison Chart in %
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ASVRX vs. WBVNX commentary
Jul 25, 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 Hold and WBVNX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.03B vs. WBVNX (973M). WBVNX (0.43) and ASVRX (0.42) have matching dividends . 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 : 25.96 vs. ASVRX (4.94). WBVNX return over 5 years is better than : 14.95 vs. ASVRX (-1.29).
| 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 | 20.746 | 21.776 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.03B | 973M | 312% |
| Annual Yield % from dividends | 0.42 | 0.43 | 98% |
| Returns for 1 year | 4.94 | 25.96 | 19% |
| Returns for 3 years | 7.42 | 25.02 | 30% |
| Returns for 5 years | -1.29 | 14.95 | -9% |
| Returns for 10 years | 32.88 | 96.70 | 34% |
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