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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 2.77B vs. WSMVX (24.1M). WSMVX pays higher dividends than ASVRX: WSMVX (0.87) vs ASVRX (0.42). ASVRX was incepted earlier than WSMVX: ASVRX (17 years) vs WSMVX (30 years). WSMVX (1.77) is less costly to investors than ASVRX (1.60). 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 : 13.77 vs. ASVRX (0.25). WSMVX return over 5 years is better than : 24.06 vs. ASVRX (-2.93).
| ASVRX | WSMVX | ASVRX / WSMVX | |
| Total Expense Ratio | 1.60 | 1.10 | 145% |
| Annual Report Gross Expense Ratio | 1.60 | 1.77 | 90% |
| Fund Existence | 17 years | 30 years | - |
| Gain YTD | 18.956 | 23.003 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 24.1M | 11,473% |
| Annual Yield % from dividends | 0.42 | 0.87 | 48% |
| Returns for 1 year | 0.25 | 13.77 | 2% |
| Returns for 3 years | 13.48 | 34.94 | 39% |
| Returns for 5 years | -2.93 | 24.06 | -12% |
| Returns for 10 years | 29.45 | 51.29 | 57% |
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