Interact to see
Advertisement
Advertisement
ASVRX vs WSMVX
ASVRX vs WSMVX Comparison
Open Charts ASVRX vs WSMVX
ASVRX vs WSMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. WSMVX commentary
Jul 14, 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 Hold and WSMVX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.01B vs. WSMVX (25M). WSMVX pays higher dividends than ASVRX: WSMVX (0.88) vs ASVRX (0.42). 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 (42.00). 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 : 21.95 vs. ASVRX (4.86). WSMVX return over 5 years is better than : 25.19 vs. ASVRX (-2.41).
| 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 | 20.047 | 23.656 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 25M | 12,044% |
| Annual Yield % from dividends | 0.42 | 0.88 | 48% |
| Returns for 1 year | 4.86 | 21.95 | 22% |
| Returns for 3 years | 9.59 | 32.10 | 30% |
| Returns for 5 years | -2.41 | 25.19 | -10% |
| Returns for 10 years | 32.77 | 50.61 | 65% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement