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ASVRX vs WSMVX
ASVRX vs WSMVX Comparison
Open Charts ASVRX vs WSMVX
American Century Small Cap Value R
Price$9.16
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets3.82B
Wilshire Small Company Value Instl
Price$26.85
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets21.15M
ASVRX vs WSMVX Comparison Chart in %
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ASVRX vs. WSMVX commentary
Nov 20, 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: 3.83B vs. WSMVX (21.2M). WSMVX pays higher dividends than ASVRX: WSMVX (1.44) vs ASVRX (0.43). 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 : -8.35 vs. ASVRX (-18.14). WSMVX return over 5 years is better than : 32.42 vs. ASVRX (18.97).
| 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 | -9.753 | 2.451 | -398% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.83B | 21.2M | 18,042% |
| Annual Yield % from dividends | 0.43 | 1.44 | 30% |
| Returns for 1 year | -18.14 | -8.35 | 217% |
| Returns for 3 years | -1.94 | 1.50 | -129% |
| Returns for 5 years | 18.97 | 32.42 | 59% |
| Returns for 10 years | 5.44 | 22.69 | 24% |
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