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VSCAX vs WBVNX
VSCAX vs WBVNX Comparison
Open Charts VSCAX vs WBVNX
Invesco Small Cap Value A
Price$24.66
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets6.72B
William Blair Small Cap Value N
Price$30.31
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets1.37B
VSCAX vs WBVNX Comparison Chart
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VSCAX vs. WBVNX commentary
Jan 19, 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: 6.72B vs. WBVNX (1.37B). 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 : 25.28 vs. WBVNX (7.39). VSCAX (74.58) and WBVNX (71.83) have equivalent 5 years return.
| 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 | 4.892 | 2.157 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.72B | 1.37B | 490% |
| Annual Yield % from dividends | 0.48 | 0.57 | 83% |
| Returns for 1 year | 25.28 | 7.39 | 342% |
| Returns for 3 years | 30.32 | -8.28 | -366% |
| Returns for 5 years | 74.58 | 71.83 | 104% |
| Returns for 10 years | 35.60 | 77.46 | 46% |
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