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ASVRX vs WSMVX
ASVRX vs WSMVX Comparison
Open Charts ASVRX vs WSMVX
American Century Small Cap Value R
Price$9.18
Change-$0.20 (-2.13%)
VolumeN/A
Net Assets4.63B
Wilshire Small Company Value Instl
Price$24.80
Change-$0.46 (-1.82%)
VolumeN/A
Net Assets22.66M
ASVRX vs WSMVX Comparison Chart
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ASVRX vs. WSMVX commentary
Jun 14, 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: 4.63B vs. WSMVX (22.7M). WSMVX pays higher dividends than ASVRX: WSMVX (1.62) vs ASVRX (0.53). 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 (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 : -0.93 vs. ASVRX (-5.93). WSMVX (58.05) and ASVRX (57.79) have equivalent 5 years return.
| 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 | -7.495 | -3.255 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 22.7M | 20,401% |
| Annual Yield % from dividends | 0.53 | 1.62 | 33% |
| Returns for 1 year | -5.93 | -0.93 | 639% |
| Returns for 3 years | 5.70 | 3.93 | 145% |
| Returns for 5 years | 57.79 | 58.05 | 100% |
| Returns for 10 years | 2.97 | 11.18 | 27% |
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