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VSCAX vs WBVNX
VSCAX vs WBVNX Comparison
Open Charts VSCAX vs WBVNX
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
William Blair Small Cap Value N
Price$28.98
Change+$0.16 (+0.56%)
VolumeN/A
Net Assets1.14B
VSCAX vs WBVNX Comparison Chart in %
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VSCAX vs. WBVNX commentary
Jul 06, 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 StrongBuy and WBVNX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. WBVNX (1.14B). WBVNX pays higher dividends than VSCAX: WBVNX (0.63) vs VSCAX (0.35). 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: 40.00 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 : 5.03 vs. WBVNX (0.66). WBVNX return over 5 years is better than : 186.36 vs. VSCAX (135.31).
| 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 | 2.722 | -2.326 | -117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.97B | 1.14B | 612% |
| Annual Yield % from dividends | 0.35 | 0.63 | 55% |
| Returns for 1 year | 5.03 | 0.66 | 763% |
| Returns for 3 years | 43.85 | 2.46 | 1,781% |
| Returns for 5 years | 135.31 | 186.36 | 73% |
| Returns for 10 years | 20.55 | 62.72 | 33% |
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