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
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.87B vs. WBVNX (742M). WBVNX pays higher dividends than ASVRX: WBVNX (0.44) vs ASVRX (0.42). ASVRX was incepted earlier than WBVNX: ASVRX (17 years) vs WBVNX (5 years). ASVRX (1.60) 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 : 21.23 vs. ASVRX (3.51). WBVNX return over 5 years is better than : 12.72 vs. ASVRX (-1.46).
| ASVRX | WBVNX | ASVRX / WBVNX | |
| Total Expense Ratio | 1.60 | 1.15 | 139% |
| Annual Report Gross Expense Ratio | 1.60 | 1.16 | 138% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 22.222 | 21.039 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 742M | 387% |
| Annual Yield % from dividends | 0.42 | 0.44 | 94% |
| Returns for 1 year | 3.51 | 21.23 | 17% |
| Returns for 3 years | 16.59 | 30.58 | 54% |
| Returns for 5 years | -1.46 | 12.72 | -11% |
| Returns for 10 years | 31.86 | 95.40 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MLPB | 31.76 | 0.16 | +0.51% |
| UBS ETRACS Alerian MLPInfrs ETN SerB | |||
| IUSB | 45.21 | -0.03 | -0.08% |
| iShares Core Universal USD Bond ETF | |||
| VBCI | 73.41 | -0.07 | -0.10% |
| Vanguard Target Maturity 2035 Corp BdETF | |||
| QVOY | 29.24 | -0.17 | -0.57% |
| Q3 All-Season Active Rotation ETF | |||
| LSGR | 45.06 | -0.47 | -1.03% |
| Natixis Loomis Sayles Focused Growth ETF | |||