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ASVRX vs WBVRX
ASVRX vs WBVRX Comparison
Open Charts ASVRX vs WBVRX
American Century Small Cap Value R
Price$10.10
Change-$0.24 (-2.32%)
VolumeN/A
Net Assets5.13B
William Blair Small Cap Value R6
Price$29.04
Change-$0.62 (-2.09%)
VolumeN/A
Net Assets1.3B
ASVRX vs WBVRX Comparison Chart
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ASVRX vs. WBVRX commentary
Feb 23, 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 Hold and WBVRX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.14B vs. WBVRX (1.3B). WBVRX pays higher dividends than ASVRX: WBVRX (0.88) vs ASVRX (0.47). ASVRX was incepted earlier than WBVRX: ASVRX (15 years) vs WBVRX (4 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. WBVRX (27.00). ASVRX has a lower initial minimum investment than WBVRX: ASVRX (2500) vs WBVRX (1000000). ASVRX annual gain was more profitable for investors over the last year : 1.86 vs. WBVRX (0.09). WBVRX return over 5 years is better than : 64.63 vs. ASVRX (35.21).
| ASVRX | WBVRX | ASVRX / WBVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 4 years | - |
| Gain YTD | -0.394 | -1.892 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 1.3B | 396% |
| Annual Yield % from dividends | 0.47 | 0.88 | 54% |
| Returns for 1 year | 1.86 | 0.09 | 2,022% |
| Returns for 3 years | 0.54 | -5.22 | -10% |
| Returns for 5 years | 35.21 | 64.63 | 54% |
| Returns for 10 years | 14.19 | N/A | - |
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