Interact to see
Advertisement
Advertisement
VSCAX vs WBVRX
VSCAX vs WBVRX Comparison
Open Charts VSCAX vs WBVRX
Invesco Small Cap Value A
Price$25.00
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.36B
William Blair Small Cap Value R6
Price$28.54
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets878.09M
VSCAX vs WBVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSCAX vs. WBVRX 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 WBVRX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.36B vs. WBVRX (878M). WBVRX pays higher dividends than VSCAX: WBVRX (1.00) vs VSCAX (0.32). VSCAX was incepted earlier than WBVRX: VSCAX (26 years) vs WBVRX (4 years). VSCAX (1.10) 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 : -3.38 vs. WBVRX (-9.73). WBVRX return over 5 years is better than : 124.19 vs. VSCAX (77.11).
| VSCAX | WBVRX | VSCAX / WBVRX | |
| Total Expense Ratio | 1.10 | 0.79 | 139% |
| Annual Report Gross Expense Ratio | 1.10 | 0.79 | 139% |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | 6.338 | -3.581 | -177% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.36B | 878M | 838% |
| Annual Yield % from dividends | 0.32 | 1.00 | 32% |
| Returns for 1 year | -3.38 | -9.73 | 35% |
| Returns for 3 years | 31.70 | -6.44 | -493% |
| Returns for 5 years | 77.11 | 124.19 | 62% |
| Returns for 10 years | 35.49 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement