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VSCAX vs WBVRX
VSCAX vs WBVRX Comparison
Open Charts VSCAX vs WBVRX
Invesco Small Cap Value A
Price$23.90
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets6.86B
William Blair Small Cap Value R6
Price$28.16
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets1.06B
VSCAX vs WBVRX Comparison Chart in %
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VSCAX vs. WBVRX commentary
Aug 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.86B vs. WBVRX (1.07B). WBVRX pays higher dividends than VSCAX: WBVRX (1.04) vs VSCAX (0.34). 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 : 12.39 vs. WBVRX (-3.26). WBVRX return over 5 years is better than : 149.69 vs. VSCAX (109.95).
| 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 | 1.531 | -5.270 | -29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.86B | 1.07B | 644% |
| Annual Yield % from dividends | 0.34 | 1.04 | 33% |
| Returns for 1 year | 12.39 | -3.26 | -380% |
| Returns for 3 years | 34.50 | -6.89 | -501% |
| Returns for 5 years | 109.95 | 149.69 | 73% |
| Returns for 10 years | 24.24 | N/A | - |
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