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VSCAX vs WBVNX
VSCAX vs WBVNX Comparison
Open Charts VSCAX vs WBVNX
Invesco Small Cap Value A
Price$25.63
Change-$0.18 (-0.70%)
VolumeN/A
Net Assets7.36B
William Blair Small Cap Value N
Price$29.81
Change-$0.37 (-1.23%)
VolumeN/A
Net Assets1.1B
VSCAX vs WBVNX Comparison Chart in %
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VSCAX vs. WBVNX commentary
Sep 13, 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 VSCAX is a Buy and WBVNX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.36B vs. WBVNX (1.1B). WBVNX pays higher dividends than VSCAX: WBVNX (0.58) vs VSCAX (0.32). VSCAX was incepted earlier than WBVNX: VSCAX (26 years) vs WBVNX (4 years). WBVNX (1.15) and VSCAX (1.12) have similar cost to investors . VSCAX is a more actively managed with annual turnover of: 52.00 vs. WBVNX (35.00). VSCAX has a lower initial minimum investment than WBVNX: VSCAX (1000) vs WBVNX (2500). VSCAX annual gain was more profitable for investors over the last year : 14.18 vs. WBVNX (2.01). WBVNX return over 5 years is better than : 187.98 vs. VSCAX (127.01).
| VSCAX | WBVNX | VSCAX / WBVNX | |
| Total Expense Ratio | 1.12 | 1.15 | 97% |
| Annual Report Gross Expense Ratio | 1.12 | 1.15 | 97% |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | 9.783 | 1.719 | 569% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.36B | 1.1B | 668% |
| Annual Yield % from dividends | 0.32 | 0.58 | 55% |
| Returns for 1 year | 14.18 | 2.01 | 706% |
| Returns for 3 years | 45.76 | 3.81 | 1,200% |
| Returns for 5 years | 127.01 | 187.98 | 68% |
| Returns for 10 years | 40.78 | 78.69 | 52% |
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