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ASVRX vs WSMVX
ASVRX vs WSMVX Comparison
Open Charts ASVRX vs WSMVX
American Century Small Cap Value R
Price$10.24
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets4.67B
Wilshire Small Company Value Instl
Price$28.37
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets22.96M
ASVRX vs WSMVX Comparison Chart in %
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ASVRX vs. WSMVX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.67B vs. WSMVX (23M). WSMVX pays higher dividends than ASVRX: WSMVX (1.41) vs ASVRX (0.39). ASVRX was incepted earlier than WSMVX: ASVRX (16 years) vs WSMVX (29 years). WSMVX (1.70) is less costly to investors than ASVRX (1.58). 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 : 4.91 vs. ASVRX (-1.24). WSMVX return over 5 years is better than : 63.70 vs. ASVRX (55.68).
| ASVRX | WSMVX | ASVRX / WSMVX | |
| Total Expense Ratio | 1.58 | 1.10 | 144% |
| Annual Report Gross Expense Ratio | 1.58 | 1.70 | 93% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 1.098 | 8.656 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67B | 23M | 20,283% |
| Annual Yield % from dividends | 0.39 | 1.41 | 27% |
| Returns for 1 year | -1.24 | 4.91 | -25% |
| Returns for 3 years | 15.33 | 15.37 | 100% |
| Returns for 5 years | 55.68 | 63.70 | 87% |
| Returns for 10 years | 23.12 | 37.20 | 62% |
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