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ASVRX vs WSMVX
ASVRX vs WSMVX Comparison
Open Charts ASVRX vs WSMVX
American Century Small Cap Value R
Price$11.55
Change+$0.20 (+1.76%)
VolumeN/A
CapitalizationN/A
Wilshire Small Company Value Instl
Price$30.69
Change+$0.54 (+1.79%)
VolumeN/A
CapitalizationN/A
ASVRX vs WSMVX Comparison Chart
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ASVRX vs. WSMVX commentary
Nov 23, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.83B vs. WSMVX (27.5M). ASVRX pays higher dividends than WSMVX: ASVRX (0.47) vs WSMVX (0.35). ASVRX was incepted earlier than WSMVX: ASVRX (15 years) vs WSMVX (28 years). WSMVX is a more actively managed with annual turnover of: 65.00 vs. ASVRX (44.00). ASVRX has a lower initial minimum investment than WSMVX: ASVRX (2500) vs WSMVX (250000). ASVRX annual gain was more profitable for investors over the last year : 26.93 vs. WSMVX (24.43). ASVRX return over 5 years is better than : 52.26 vs. WSMVX (42.85).
| ASVRX | WSMVX | ASVRX / WSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 12.565 | 14.508 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.83B | 27.5M | 21,193% |
| Annual Yield % from dividends | 0.47 | 0.35 | 136% |
| Returns for 1 year | 26.93 | 24.43 | 110% |
| Returns for 3 years | -1.35 | 3.67 | -37% |
| Returns for 5 years | 52.26 | 42.85 | 122% |
| Returns for 10 years | 18.55 | 23.70 | 78% |
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