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VSCAX vs WBVNX
VSCAX vs WBVNX Comparison
Open Charts VSCAX vs WBVNX
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.59B
William Blair Small Cap Value N
Price$29.09
Change-$0.62 (-2.09%)
VolumeN/A
Net Assets1.3B
VSCAX vs WBVNX Comparison Chart
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VSCAX vs. WBVNX commentary
Feb 23, 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 Hold and WBVNX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.59B vs. WBVNX (1.3B). WBVNX pays higher dividends than VSCAX: WBVNX (0.57) vs VSCAX (0.48). VSCAX was incepted earlier than WBVNX: VSCAX (26 years) vs WBVNX (4 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. WBVNX (27.00). 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 : 14.87 vs. WBVNX (-0.27). VSCAX return over 5 years is better than : 73.99 vs. WBVNX (70.12).
| VSCAX | WBVNX | VSCAX / WBVNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | 0.808 | -1.955 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.59B | 1.3B | 509% |
| Annual Yield % from dividends | 0.48 | 0.57 | 83% |
| Returns for 1 year | 14.87 | -0.27 | -5,570% |
| Returns for 3 years | 27.17 | -6.16 | -441% |
| Returns for 5 years | 73.99 | 70.12 | 106% |
| Returns for 10 years | 17.55 | 63.15 | 28% |
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