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ASVRX vs WBVRX
ASVRX vs WBVRX Comparison
Open Charts ASVRX vs WBVRX
American Century Small Cap Value R
Price$9.46
Change+$0.15 (+1.61%)
VolumeN/A
Net Assets4.55B
William Blair Small Cap Value R6
Price$27.77
Change+$0.44 (+1.61%)
VolumeN/A
Net Assets1.08B
ASVRX vs WBVRX Comparison Chart in %
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ASVRX vs. WBVRX commentary
Jun 28, 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.55B vs. WBVRX (1.08B). WBVRX pays higher dividends than ASVRX: WBVRX (1.08) vs ASVRX (0.53). 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 : -4.00 vs. ASVRX (-5.96). WBVRX return over 5 years is better than : 168.73 vs. ASVRX (62.70).
| 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 | -8.084 | -7.669 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 1.08B | 420% |
| Annual Yield % from dividends | 0.53 | 1.08 | 49% |
| Returns for 1 year | -5.96 | -4.00 | 149% |
| Returns for 3 years | 2.91 | -4.65 | -63% |
| Returns for 5 years | 62.70 | 168.73 | 37% |
| Returns for 10 years | 3.88 | N/A | - |
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