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VSCAX vs WBVNX
VSCAX vs WBVNX Comparison
Open Charts VSCAX vs WBVNX
Invesco Small Cap Value A
Price$26.06
Change-$0.41 (-1.55%)
VolumeN/A
Net Assets7.74B
William Blair Small Cap Value N
Price$29.22
Change-$0.40 (-1.35%)
VolumeN/A
Net Assets1.07B
VSCAX vs WBVNX Comparison Chart in %
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VSCAX vs. WBVNX commentary
Oct 08, 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: 7.74B vs. WBVNX (1.07B). WBVNX pays higher dividends than VSCAX: WBVNX (0.59) 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 : 8.93 vs. WBVNX (-2.18). WBVNX return over 5 years is better than : 166.85 vs. VSCAX (113.52).
| 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 | 12.590 | -0.169 | -7,471% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.74B | 1.07B | 722% |
| Annual Yield % from dividends | 0.32 | 0.59 | 53% |
| Returns for 1 year | 8.93 | -2.18 | -409% |
| Returns for 3 years | 58.14 | 8.34 | 697% |
| Returns for 5 years | 113.52 | 166.85 | 68% |
| Returns for 10 years | 42.92 | 71.91 | 60% |
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