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VSCAX vs WBVNX
VSCAX vs WBVNX Comparison
Open Charts VSCAX vs WBVNX
Invesco Small Cap Value A
Price$23.20
Change-$0.93 (-3.85%)
VolumeN/A
CapitalizationN/A
William Blair Small Cap Value N
Price$30.65
Change-$1.27 (-3.98%)
VolumeN/A
CapitalizationN/A
VSCAX vs WBVNX Comparison Chart
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VSCAX vs. WBVNX commentary
Dec 19, 2024
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: 6.61B vs. WBVNX (1.43B). WBVNX pays higher dividends than VSCAX: WBVNX (0.57) vs VSCAX (0.48). VSCAX was incepted earlier than WBVNX: VSCAX (26 years) vs WBVNX (3 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 : 22.21 vs. WBVNX (9.32). WBVNX return over 5 years is better than : 82.40 vs. VSCAX (70.83).
| VSCAX | WBVNX | VSCAX / WBVNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 3 years | - |
| Gain YTD | 19.204 | 7.186 | 267% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.61B | 1.43B | 463% |
| Annual Yield % from dividends | 0.48 | 0.57 | 83% |
| Returns for 1 year | 22.21 | 9.32 | 238% |
| Returns for 3 years | 40.10 | 0.08 | 52,470% |
| Returns for 5 years | 70.83 | 82.40 | 86% |
| Returns for 10 years | 25.79 | 81.98 | 31% |
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