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ASVRX vs WSMVX
ASVRX vs WSMVX Comparison
Open Charts ASVRX vs WSMVX
American Century Small Cap Value R
Price$9.46
Change+$0.06 (+0.64%)
VolumeN/A
Net Assets4.09B
Wilshire Small Company Value Instl
Price$27.54
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets22.12M
ASVRX vs WSMVX Comparison Chart in %
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ASVRX vs. WSMVX commentary
Oct 19, 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 WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.09B vs. WSMVX (22.1M). WSMVX pays higher dividends than ASVRX: WSMVX (1.42) vs ASVRX (0.41). ASVRX was incepted earlier than WSMVX: ASVRX (16 years) vs WSMVX (29 years). WSMVX (1.70) is less costly to investors than ASVRX (1.58). WSMVX is a more actively managed with annual turnover of: 53.00 vs. ASVRX (39.00). ASVRX has a lower initial minimum investment than WSMVX: ASVRX (2500) vs WSMVX (250000). WSMVX annual gain was more profitable for investors over the last year : -4.61 vs. ASVRX (-13.88). WSMVX return over 5 years is better than : 53.75 vs. ASVRX (40.55).
| ASVRX | WSMVX | ASVRX / WSMVX | |
| Total Expense Ratio | 1.58 | 1.10 | 144% |
| Annual Report Gross Expense Ratio | 1.58 | 1.70 | 93% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | -6.492 | 5.477 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.09B | 22.1M | 18,525% |
| Annual Yield % from dividends | 0.41 | 1.42 | 29% |
| Returns for 1 year | -13.88 | -4.61 | 301% |
| Returns for 3 years | 8.87 | 12.18 | 73% |
| Returns for 5 years | 40.55 | 53.75 | 75% |
| Returns for 10 years | 10.25 | 28.43 | 36% |