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VSCAX vs WBVNX
VSCAX vs WBVNX Comparison
Open Charts VSCAX vs WBVNX
Invesco Small Cap Value A
Price$24.84
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets7.35B
William Blair Small Cap Value N
Price$28.47
Change+$0.14 (+0.49%)
VolumeN/A
Net Assets873.72M
VSCAX vs WBVNX Comparison Chart in %
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VSCAX vs. WBVNX commentary
Nov 20, 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: 7.35B vs. WBVNX (874M). WBVNX pays higher dividends than VSCAX: WBVNX (0.60) vs VSCAX (0.32). VSCAX was incepted earlier than WBVNX: VSCAX (26 years) vs WBVNX (4 years). WBVNX (1.15) and VSCAX (1.10) 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 : -3.06 vs. WBVNX (-10.34). WBVNX return over 5 years is better than : 132.22 vs. VSCAX (75.36).
| VSCAX | WBVNX | VSCAX / WBVNX | |
| Total Expense Ratio | 1.10 | 1.15 | 96% |
| Annual Report Gross Expense Ratio | 1.10 | 1.15 | 96% |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | 5.657 | -4.044 | -140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.35B | 874M | 841% |
| Annual Yield % from dividends | 0.32 | 0.60 | 53% |
| Returns for 1 year | -3.06 | -10.34 | 30% |
| Returns for 3 years | 30.86 | -7.52 | -411% |
| Returns for 5 years | 75.36 | 132.22 | 57% |
| Returns for 10 years | 34.62 | 62.87 | 55% |
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