Ad is loading...
ASVRX vs WBVRX
ASVRX vs WBVRX Comparison
Open Charts ASVRX vs WBVRX
American Century Small Cap Value R
Price$9.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.59B
William Blair Small Cap Value R6
Price$26.74
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.09B
ASVRX vs WBVRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. WBVRX commentary
May 12, 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: 4.59B vs. WBVRX (1.09B). WBVRX pays higher dividends than ASVRX: WBVRX (1.12) vs ASVRX (0.54). 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). WBVRX (-10.49) and ASVRX (-10.95) have marching annual gain over last year. WBVRX return over 5 years is better than : 157.12 vs. ASVRX (65.38).
| 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 | -9.467 | -9.662 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.59B | 1.09B | 420% |
| Annual Yield % from dividends | 0.54 | 1.12 | 49% |
| Returns for 1 year | -10.95 | -10.49 | 104% |
| Returns for 3 years | 0.22 | -7.87 | -3% |
| Returns for 5 years | 65.38 | 157.12 | 42% |
| Returns for 10 years | 4.25 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers