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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
Jul 04, 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 Buy and WBVRX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.02B vs. WBVRX (966M). WBVRX pays higher dividends than ASVRX: WBVRX (0.73) vs ASVRX (0.42). 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 : 27.64 vs. ASVRX (4.78). WBVRX return over 5 years is better than : 127.32 vs. ASVRX (-5.68).
| 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 | 19.464 | 22.323 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.02B | 966M | 312% |
| Annual Yield % from dividends | 0.42 | 0.73 | 58% |
| Returns for 1 year | 4.78 | 27.64 | 17% |
| Returns for 3 years | 10.69 | 31.36 | 34% |
| Returns for 5 years | -5.68 | 127.32 | -4% |
| Returns for 10 years | 38.04 | N/A | - |
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