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ASVRX vs WBVRX
ASVRX vs WBVRX Comparison
Open Charts ASVRX vs WBVRX
ASVRX vs WBVRX Comparison Chart in %
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ASVRX vs. WBVRX commentary
Jun 14, 2026
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: 3.09B vs. WBVRX (1.03B). WBVRX pays higher dividends than ASVRX: WBVRX (0.77) vs ASVRX (0.54). ASVRX was incepted earlier than WBVRX: ASVRX (16 years) vs WBVRX (5 years). ASVRX (1.58) is less costly to investors than WBVRX (0.80). ASVRX is a more actively managed with annual turnover of: 42.00 vs. WBVRX (37.00). 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 : 31.40 vs. ASVRX (7.14). WBVRX return over 5 years is better than : 118.06 vs. ASVRX (-9.54).
| ASVRX | WBVRX | ASVRX / WBVRX | |
| Total Expense Ratio | 1.58 | 0.80 | 198% |
| Annual Report Gross Expense Ratio | 1.58 | 0.80 | 198% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 16.434 | 19.973 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 1.03B | 301% |
| Annual Yield % from dividends | 0.54 | 0.77 | 70% |
| Returns for 1 year | 7.14 | 31.40 | 23% |
| Returns for 3 years | 8.58 | 29.15 | 29% |
| Returns for 5 years | -9.54 | 118.06 | -8% |
| Returns for 10 years | 33.59 | N/A | - |
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