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ASVRX vs WBVRX
ASVRX vs WBVRX Comparison
Open Charts ASVRX vs WBVRX
American Century Small Cap Value R
Price$8.84
Change-$0.78 (-8.11%)
VolumeN/A
Net Assets4.82B
William Blair Small Cap Value R6
Price$25.65
Change-$2.00 (-7.23%)
VolumeN/A
Net Assets1.2B
ASVRX vs WBVRX Comparison Chart
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ASVRX vs. WBVRX commentary
Apr 04, 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 Buy and WBVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.82B vs. WBVRX (1.2B). WBVRX pays higher dividends than ASVRX: WBVRX (1.07) vs ASVRX (0.51). 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: 46.00 vs. WBVRX (35.00). ASVRX has a lower initial minimum investment than WBVRX: ASVRX (2500) vs WBVRX (1000000). ASVRX (-7.22) and WBVRX (-7.48) have marching annual gain over last year. WBVRX return over 5 years is better than : 217.82 vs. ASVRX (107.97).
| 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 | -5.128 | -6.588 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.82B | 1.2B | 403% |
| Annual Yield % from dividends | 0.51 | 1.07 | 48% |
| Returns for 1 year | -7.22 | -7.48 | 97% |
| Returns for 3 years | -3.79 | -11.97 | 32% |
| Returns for 5 years | 107.97 | 217.82 | 50% |
| Returns for 10 years | 7.10 | N/A | - |
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