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ASVRX vs WSMVX
ASVRX vs WSMVX Comparison
Open Charts ASVRX vs WSMVX
American Century Small Cap Value R
Price$9.90
Change-$0.12 (-1.20%)
VolumeN/A
Net Assets4.58B
Wilshire Small Company Value Instl
Price$27.16
Change-$0.31 (-1.13%)
VolumeN/A
Net Assets23.17M
ASVRX vs WSMVX Comparison Chart in %
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ASVRX vs. WSMVX commentary
Aug 18, 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 WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.58B vs. WSMVX (23.2M). WSMVX pays higher dividends than ASVRX: WSMVX (1.52) vs ASVRX (0.41). ASVRX was incepted earlier than WSMVX: ASVRX (15 years) vs WSMVX (29 years). WSMVX (1.70) is less costly to investors than ASVRX (1.59). WSMVX is a more actively managed with annual turnover of: 53.00 vs. ASVRX (39.00). ASVRX has a lower initial minimum investment than WSMVX: ASVRX (2500) vs WSMVX (250000). WSMVX annual gain was more profitable for investors over the last year : 0.99 vs. ASVRX (-4.70). WSMVX return over 5 years is better than : 53.04 vs. ASVRX (48.52).
| ASVRX | WSMVX | ASVRX / WSMVX | |
| Total Expense Ratio | 1.59 | 1.10 | 145% |
| Annual Report Gross Expense Ratio | 1.59 | 1.70 | 94% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | -2.259 | 4.021 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 23.2M | 19,746% |
| Annual Yield % from dividends | 0.41 | 1.52 | 27% |
| Returns for 1 year | -4.70 | 0.99 | -475% |
| Returns for 3 years | -1.43 | -1.14 | 125% |
| Returns for 5 years | 48.52 | 53.04 | 91% |
| Returns for 10 years | 12.92 | 25.99 | 50% |
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