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ASVRX vs WSMVX
ASVRX vs WSMVX Comparison
Open Charts ASVRX vs WSMVX
American Century Small Cap Value R
Price$8.46
Change+$0.11 (+1.32%)
VolumeN/A
Net Assets4.18B
Wilshire Small Company Value Instl
Price$21.87
Change+$0.24 (+1.11%)
VolumeN/A
Net Assets19.8M
ASVRX vs WSMVX Comparison Chart
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ASVRX vs. WSMVX commentary
Apr 12, 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 WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.18B vs. WSMVX (19.8M). WSMVX pays higher dividends than ASVRX: WSMVX (1.64) vs ASVRX (0.51). ASVRX was incepted earlier than WSMVX: ASVRX (15 years) vs WSMVX (29 years). WSMVX (1.72) is less costly to investors than ASVRX (1.59). WSMVX is a more actively managed with annual turnover of: 65.00 vs. ASVRX (46.00). 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 : -16.10 vs. ASVRX (-18.06). ASVRX return over 5 years is better than : 52.87 vs. WSMVX (46.06).
| ASVRX | WSMVX | ASVRX / WSMVX | |
| Total Expense Ratio | 1.59 | 1.10 | 145% |
| Annual Report Gross Expense Ratio | 1.59 | 1.72 | 92% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | -17.653 | -17.158 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 19.8M | 21,121% |
| Annual Yield % from dividends | 0.51 | 1.64 | 31% |
| Returns for 1 year | -18.06 | -16.10 | 112% |
| Returns for 3 years | -12.88 | -18.11 | 71% |
| Returns for 5 years | 52.87 | 46.06 | 115% |
| Returns for 10 years | -7.14 | -5.03 | 142% |
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