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VSCAX vs WBVNX
VSCAX vs WBVNX Comparison
Open Charts VSCAX vs WBVNX
Invesco Small Cap Value A
Price$25.55
Change-$0.44 (-1.69%)
VolumeN/A
CapitalizationN/A
William Blair Small Cap Value N
Price$32.02
Change-$0.26 (-0.81%)
VolumeN/A
CapitalizationN/A
VSCAX vs WBVNX Comparison Chart
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VSCAX vs. WBVNX commentary
Nov 18, 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 Buy and WBVNX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.22B vs. WBVNX (1.33B). WBVNX pays higher dividends than VSCAX: WBVNX (0.57) vs VSCAX (0.48). VSCAX was incepted earlier than WBVNX: VSCAX (25 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 : 35.27 vs. WBVNX (17.41). VSCAX (82.06) and WBVNX (80.70) 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 | 25 years | 3 years | - |
| Gain YTD | 25.800 | 7.522 | 343% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 1.33B | 469% |
| Annual Yield % from dividends | 0.48 | 0.57 | 83% |
| Returns for 1 year | 35.27 | 17.41 | 203% |
| Returns for 3 years | 15.35 | -9.42 | -163% |
| Returns for 5 years | 82.06 | 80.70 | 102% |
| Returns for 10 years | 16.18 | 77.69 | 21% |
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