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ASVRX vs WSMVX
ASVRX vs WSMVX Comparison
Open Charts ASVRX vs WSMVX
American Century Small Cap Value R
Price$8.70
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets3.85B
Wilshire Small Company Value Instl
Price$26.54
Change-$0.34 (-1.26%)
VolumeN/A
Net Assets22.28M
ASVRX vs WSMVX Comparison Chart in %
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ASVRX vs. WSMVX commentary
Dec 28, 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 Hold and WSMVX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.85B vs. WSMVX (22.3M). WSMVX pays higher dividends than ASVRX: WSMVX (1.40) vs ASVRX (0.42). 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 : 0.42 vs. ASVRX (-14.84). WSMVX return over 5 years is better than : 24.79 vs. ASVRX (4.78).
| 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 | -14.004 | 1.647 | -850% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.85B | 22.3M | 17,247% |
| Annual Yield % from dividends | 0.42 | 1.40 | 30% |
| Returns for 1 year | -14.84 | 0.42 | -3,567% |
| Returns for 3 years | 0.47 | 14.75 | 3% |
| Returns for 5 years | 4.78 | 24.79 | 19% |
| Returns for 10 years | 16.52 | 29.71 | 56% |
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