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ASVRX vs WPGTX
ASVRX vs WPGTX Comparison
Open Charts ASVRX vs WPGTX
American Century Small Cap Value R
Price$10.26
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets4.69B
WPG Partners Small Cap Value Div Fund
Price$20.18
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets32.28M
ASVRX vs WPGTX Comparison Chart in %
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ASVRX vs. WPGTX commentary
Aug 31, 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 WPGTX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.69B vs. WPGTX (32.3M). WPGTX pays higher dividends than ASVRX: WPGTX (0.75) vs ASVRX (0.39). ASVRX was incepted earlier than WPGTX: ASVRX (16 years) vs WPGTX (53 years). ASVRX (1.58) is less costly to investors than WPGTX (1.27). WPGTX is a more actively managed with annual turnover of: 74.00 vs. ASVRX (39.00). ASVRX has a lower initial minimum investment than WPGTX: ASVRX (2500) vs WPGTX (100000). WPGTX annual gain was more profitable for investors over the last year : -3.05 vs. ASVRX (-4.36). WPGTX return over 5 years is better than : 71.89 vs. ASVRX (54.37).
| ASVRX | WPGTX | ASVRX / WPGTX | |
| Total Expense Ratio | 1.58 | 1.10 | 144% |
| Annual Report Gross Expense Ratio | 1.58 | 1.27 | 124% |
| Fund Existence | 16 years | 53 years | - |
| Gain YTD | 1.295 | 4.451 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.69B | 32.3M | 14,523% |
| Annual Yield % from dividends | 0.39 | 0.75 | 52% |
| Returns for 1 year | -4.36 | -3.05 | 143% |
| Returns for 3 years | 10.75 | 2.75 | 391% |
| Returns for 5 years | 54.37 | 71.89 | 76% |
| Returns for 10 years | 26.18 | 42.27 | 62% |
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