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ASVRX vs WSMVX
ASVRX vs WSMVX Comparison
Open Charts ASVRX vs WSMVX
American Century Small Cap Value R
Price$10.10
Change-$0.24 (-2.32%)
VolumeN/A
Net Assets5.13B
Wilshire Small Company Value Instl
Price$25.89
Change-$0.68 (-2.56%)
VolumeN/A
Net Assets24.37M
ASVRX vs WSMVX Comparison Chart
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ASVRX vs. WSMVX commentary
Feb 23, 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: 5.14B vs. WSMVX (24.4M). ASVRX pays higher dividends than WSMVX: ASVRX (0.47) vs WSMVX (0.35). ASVRX was incepted earlier than WSMVX: ASVRX (15 years) vs WSMVX (29 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). WSMVX annual gain was more profitable for investors over the last year : 2.61 vs. ASVRX (1.86). ASVRX return over 5 years is better than : 35.21 vs. WSMVX (24.58).
| ASVRX | WSMVX | ASVRX / WSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | -0.394 | -0.843 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 24.4M | 21,045% |
| Annual Yield % from dividends | 0.47 | 0.35 | 136% |
| Returns for 1 year | 1.86 | 2.61 | 71% |
| Returns for 3 years | 0.54 | -3.87 | -14% |
| Returns for 5 years | 35.21 | 24.58 | 143% |
| Returns for 10 years | 14.19 | 16.82 | 84% |
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