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ASVRX vs WSMVX
ASVRX vs WSMVX Comparison
Open Charts ASVRX vs WSMVX
American Century Small Cap Value R
Price$10.07
Change+$0.08 (+0.80%)
VolumeN/A
CapitalizationN/A
Wilshire Small Company Value Instl
Price$26.45
Change+$0.17 (+0.65%)
VolumeN/A
CapitalizationN/A
ASVRX vs WSMVX Comparison Chart
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ASVRX vs. WSMVX commentary
Dec 23, 2024
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: 5.24B vs. WSMVX (25.2M). ASVRX pays higher dividends than WSMVX: ASVRX (0.47) vs WSMVX (0.35). ASVRX was incepted earlier than WSMVX: ASVRX (15 years) vs WSMVX (28 years). WSMVX is a more actively managed with annual turnover of: 65.00 vs. ASVRX (44.00). 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 : 0.75 vs. ASVRX (0.55). ASVRX return over 5 years is better than : 30.67 vs. WSMVX (19.94).
| ASVRX | WSMVX | ASVRX / WSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 0.055 | 0.456 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.24B | 25.2M | 20,794% |
| Annual Yield % from dividends | 0.47 | 0.35 | 136% |
| Returns for 1 year | 0.55 | 0.75 | 74% |
| Returns for 3 years | -1.40 | -4.89 | 29% |
| Returns for 5 years | 30.67 | 19.94 | 154% |
| Returns for 10 years | 16.82 | 18.92 | 89% |
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