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ASVRX vs WSMVX
ASVRX vs WSMVX Comparison
Open Charts ASVRX vs WSMVX
ASVRX vs WSMVX Comparison Chart in %
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ASVRX vs. WSMVX commentary
Jun 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.06B vs. WSMVX (24.7M). WSMVX pays higher dividends than ASVRX: WSMVX (0.94) vs ASVRX (0.54). ASVRX was incepted earlier than WSMVX: ASVRX (16 years) vs WSMVX (30 years). WSMVX (1.77) is less costly to investors than ASVRX (1.58). WSMVX is a more actively managed with annual turnover of: 63.00 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 : 26.04 vs. ASVRX (8.16). WSMVX return over 5 years is better than : 10.56 vs. ASVRX (-11.82).
| ASVRX | WSMVX | ASVRX / WSMVX | |
| Total Expense Ratio | 1.58 | 1.10 | 144% |
| Annual Report Gross Expense Ratio | 1.58 | 1.77 | 89% |
| Fund Existence | 16 years | 30 years | - |
| Gain YTD | 13.403 | 16.129 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.06B | 24.7M | 12,381% |
| Annual Yield % from dividends | 0.54 | 0.94 | 58% |
| Returns for 1 year | 8.16 | 26.04 | 31% |
| Returns for 3 years | 11.35 | 31.53 | 36% |
| Returns for 5 years | -11.82 | 10.56 | -112% |
| Returns for 10 years | 26.97 | 45.66 | 59% |
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