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VSCAX vs WBVRX
VSCAX vs WBVRX Comparison
Open Charts VSCAX vs WBVRX
Invesco Small Cap Value A
Price$26.06
Change-$0.41 (-1.55%)
VolumeN/A
Net Assets7.74B
William Blair Small Cap Value R6
Price$29.23
Change-$0.40 (-1.35%)
VolumeN/A
Net Assets1.07B
VSCAX vs WBVRX Comparison Chart in %
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VSCAX vs. WBVRX 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 WBVRX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.74B vs. WBVRX (1.07B). WBVRX pays higher dividends than VSCAX: WBVRX (0.99) vs VSCAX (0.32). VSCAX was incepted earlier than WBVRX: VSCAX (26 years) vs WBVRX (4 years). VSCAX (1.12) is less costly to investors than WBVRX (0.79). VSCAX is a more actively managed with annual turnover of: 52.00 vs. WBVRX (35.00). VSCAX has a lower initial minimum investment than WBVRX: VSCAX (1000) vs WBVRX (1000000). VSCAX annual gain was more profitable for investors over the last year : 8.93 vs. WBVRX (-1.86). WBVRX return over 5 years is better than : 156.09 vs. VSCAX (113.52).
| VSCAX | WBVRX | VSCAX / WBVRX | |
| Total Expense Ratio | 1.12 | 0.79 | 142% |
| Annual Report Gross Expense Ratio | 1.12 | 0.79 | 142% |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | 12.590 | 0.101 | 12,423% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.74B | 1.07B | 722% |
| Annual Yield % from dividends | 0.32 | 0.99 | 32% |
| Returns for 1 year | 8.93 | -1.86 | -480% |
| Returns for 3 years | 58.14 | 9.39 | 619% |
| Returns for 5 years | 113.52 | 156.09 | 73% |
| Returns for 10 years | 42.92 | N/A | - |
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