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ASVDX vs WCMJX
ASVDX vs WCMJX Comparison
Open Charts ASVDX vs WCMJX
American Century Small Cap Value R6
Price$9.81
Change-$0.07 (-0.71%)
VolumeN/A
Net Assets3.95B
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
ASVDX vs WCMJX Comparison Chart in %
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ASVDX vs. WCMJX commentary
Nov 14, 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 ASVDX is a Hold and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
ASVDX has more cash in the bank: 3.95B vs. WCMJX (7.41M). ASVDX pays higher dividends than WCMJX: ASVDX (1.27) vs WCMJX (0.00). ASVDX was incepted earlier than WCMJX: ASVDX (12 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than ASVDX (0.73). ASVDX is a more actively managed with annual turnover of: 39.00 vs. WCMJX (15.00). ASVDX has a lower initial minimum investment than WCMJX: ASVDX (0) vs WCMJX (1000). ASVDX annual gain was more profitable for investors over the last year : -15.76 vs. WCMJX (-25.22). ASVDX return over 5 years is better than : 32.92 vs. WCMJX (13.30).
| ASVDX | WCMJX | ASVDX / WCMJX | |
| Total Expense Ratio | 0.73 | 1.15 | 63% |
| Annual Report Gross Expense Ratio | 0.73 | 1.70 | 43% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -6.344 | -8.149 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.95B | 7.41M | 53,302% |
| Annual Yield % from dividends | 1.27 | 0.00 | - |
| Returns for 1 year | -15.76 | -25.22 | 62% |
| Returns for 3 years | 3.32 | 4.14 | 80% |
| Returns for 5 years | 32.92 | 13.30 | 248% |
| Returns for 10 years | 21.00 | N/A | - |
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