Interact to see
Advertisement
Advertisement
VSCAX vs WBVRX
VSCAX vs WBVRX Comparison
Open Charts VSCAX vs WBVRX
Invesco Small Cap Value A
Price$25.63
Change-$0.18 (-0.70%)
VolumeN/A
Net Assets7.36B
William Blair Small Cap Value R6
Price$29.82
Change-$0.36 (-1.19%)
VolumeN/A
Net Assets1.1B
VSCAX vs WBVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSCAX vs. WBVRX commentary
Sep 13, 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: 7.36B vs. WBVRX (1.1B). WBVRX pays higher dividends than VSCAX: WBVRX (0.98) 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 : 14.18 vs. WBVRX (2.34). WBVRX return over 5 years is better than : 176.37 vs. VSCAX (127.01).
| 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 | 9.783 | 1.959 | 499% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.36B | 1.1B | 668% |
| Annual Yield % from dividends | 0.32 | 0.98 | 33% |
| Returns for 1 year | 14.18 | 2.34 | 605% |
| Returns for 3 years | 45.76 | 4.83 | 948% |
| Returns for 5 years | 127.01 | 176.37 | 72% |
| Returns for 10 years | 40.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement