Interact to see
Advertisement
Advertisement
ASVRX vs WBVNX
ASVRX vs WBVNX Comparison
Open Charts ASVRX vs WBVNX
American Century Small Cap Value R
Price$10.24
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets4.65B
William Blair Small Cap Value N
Price$30.01
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets1.11B
ASVRX vs WBVNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. WBVNX commentary
Sep 09, 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 ASVRX is a Buy and WBVNX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.65B vs. WBVNX (1.11B). WBVNX pays higher dividends than ASVRX: WBVNX (0.58) vs ASVRX (0.39). ASVRX was incepted earlier than WBVNX: ASVRX (16 years) vs WBVNX (4 years). ASVRX (1.58) is less costly to investors than WBVNX (1.15). ASVRX is a more actively managed with annual turnover of: 39.00 vs. WBVNX (35.00). ASVRX (2500) and WBVNX (2500) have matching initial minimum investment requirements. WBVNX annual gain was more profitable for investors over the last year : -0.11 vs. ASVRX (-1.24). WBVNX return over 5 years is better than : 175.76 vs. ASVRX (55.68).
| ASVRX | WBVNX | ASVRX / WBVNX | |
| Total Expense Ratio | 1.58 | 1.15 | 137% |
| Annual Report Gross Expense Ratio | 1.58 | 1.15 | 137% |
| Fund Existence | 16 years | 4 years | - |
| Gain YTD | 1.098 | 1.213 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.65B | 1.11B | 417% |
| Annual Yield % from dividends | 0.39 | 0.58 | 66% |
| Returns for 1 year | -1.24 | -0.11 | 1,143% |
| Returns for 3 years | 15.33 | 5.04 | 304% |
| Returns for 5 years | 55.68 | 175.76 | 32% |
| Returns for 10 years | 23.12 | 78.54 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| OBEGX | 34.60 | 0.18 | +0.52% |
| Oberweis Global Opportunities Investor | |||
| CRRRX | 15.56 | 0.08 | +0.52% |
| Columbia Sm Cp Val and Inflection Inst2 | |||
| TRTIX | 22.17 | 0.06 | +0.27% |
| T. Rowe Price International Value Eq I | |||
| TSNAX | 18.90 | 0.03 | +0.16% |
| Touchstone Sands Capital Select Growth A | |||
| ALOYX | 20.14 | 0.03 | +0.15% |
| Alger Mid Cap Focus Y | |||