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ASVRX vs WSMVX
ASVRX vs WSMVX Comparison
Open Charts ASVRX vs WSMVX
American Century Small Cap Value R
Price$9.84
Change+$0.07 (+0.72%)
VolumeN/A
Net Assets4.66B
Wilshire Small Company Value Instl
Price$26.74
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets23.35M
ASVRX vs WSMVX Comparison Chart in %
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ASVRX vs. WSMVX commentary
Jul 27, 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 StrongBuy and WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.66B vs. WSMVX (23.4M). WSMVX pays higher dividends than ASVRX: WSMVX (1.55) vs ASVRX (0.42). 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 (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 : -5.52 vs. ASVRX (-8.27). WSMVX (62.86) and ASVRX (62.47) 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 | -2.851 | 2.413 | -118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 23.4M | 19,906% |
| Annual Yield % from dividends | 0.42 | 1.55 | 27% |
| Returns for 1 year | -8.27 | -5.52 | 150% |
| Returns for 3 years | 6.11 | 6.79 | 90% |
| Returns for 5 years | 62.47 | 62.86 | 99% |
| Returns for 10 years | 13.00 | 24.76 | 52% |
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