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ASVRX vs WBVRX
ASVRX vs WBVRX Comparison
Open Charts ASVRX vs WBVRX
American Century Small Cap Value R
Price$9.69
Change-$0.06 (-0.62%)
VolumeN/A
Net Assets4.72B
William Blair Small Cap Value R6
Price$28.69
Change+$0.30 (+1.06%)
VolumeN/A
Net Assets1.09B
ASVRX vs WBVRX Comparison Chart in %
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ASVRX vs. WBVRX commentary
Jul 19, 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 WBVRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.72B vs. WBVRX (1.1B). WBVRX pays higher dividends than ASVRX: WBVRX (1.05) vs ASVRX (0.42). ASVRX was incepted earlier than WBVRX: ASVRX (15 years) vs WBVRX (4 years). ASVRX (1.59) is less costly to investors than WBVRX (0.79). ASVRX is a more actively managed with annual turnover of: 39.00 vs. WBVRX (35.00). ASVRX has a lower initial minimum investment than WBVRX: ASVRX (2500) vs WBVRX (1000000). WBVRX annual gain was more profitable for investors over the last year : -9.73 vs. ASVRX (-10.36). WBVRX return over 5 years is better than : 162.14 vs. ASVRX (62.30).
| ASVRX | WBVRX | ASVRX / WBVRX | |
| Total Expense Ratio | 1.59 | 0.79 | 201% |
| Annual Report Gross Expense Ratio | 1.59 | 0.79 | 201% |
| Fund Existence | 15 years | 4 years | - |
| Gain YTD | -3.740 | -4.088 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.72B | 1.1B | 431% |
| Annual Yield % from dividends | 0.42 | 1.05 | 40% |
| Returns for 1 year | -10.36 | -9.73 | 106% |
| Returns for 3 years | 9.93 | 1.92 | 517% |
| Returns for 5 years | 62.30 | 162.14 | 38% |
| Returns for 10 years | 8.55 | N/A | - |
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