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ASVRX vs WSMVX
ASVRX vs WSMVX Comparison
Open Charts ASVRX vs WSMVX
American Century Small Cap Value R
Price$9.13
Change-$0.05 (-0.54%)
VolumeN/A
Net Assets4.56B
Wilshire Small Company Value Instl
Price$24.01
Change-$0.73 (-2.95%)
VolumeN/A
Net Assets22.39M
ASVRX vs WSMVX Comparison Chart
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ASVRX vs. WSMVX commentary
May 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 Buy and WSMVX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.56B vs. WSMVX (22.4M). WSMVX pays higher dividends than ASVRX: WSMVX (1.71) vs ASVRX (0.54). 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 : -7.43 vs. ASVRX (-10.26). ASVRX (65.38) and WSMVX (64.27) 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 | -9.467 | -5.247 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 22.4M | 20,366% |
| Annual Yield % from dividends | 0.54 | 1.71 | 32% |
| Returns for 1 year | -10.26 | -7.43 | 138% |
| Returns for 3 years | -0.75 | 0.05 | -1,424% |
| Returns for 5 years | 65.38 | 64.27 | 102% |
| Returns for 10 years | 2.65 | 10.23 | 26% |
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