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ASVRX vs WSMVX
ASVRX vs WSMVX Comparison
Open Charts ASVRX vs WSMVX
American Century Small Cap Value R
Price$9.15
Change-$0.53 (-5.48%)
VolumeN/A
Net Assets3.93B
Wilshire Small Company Value Instl
Price$28.41
Change+$0.63 (+2.27%)
VolumeN/A
Net Assets23.68M
ASVRX vs WSMVX Comparison Chart in %
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ASVRX vs. WSMVX commentary
Feb 04, 2026
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: 3.93B vs. WSMVX (23.7M). WSMVX pays higher dividends than ASVRX: WSMVX (1.01) vs ASVRX (0.57). ASVRX was incepted earlier than WSMVX: ASVRX (16 years) vs WSMVX (30 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 : 9.31 vs. ASVRX (-10.37). WSMVX return over 5 years is better than : 23.42 vs. ASVRX (0.82).
| 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 | 30 years | - |
| Gain YTD | 6.643 | 9.101 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 23.7M | 16,570% |
| Annual Yield % from dividends | 0.57 | 1.01 | 57% |
| Returns for 1 year | -10.37 | 9.31 | -111% |
| Returns for 3 years | -7.17 | 11.58 | -62% |
| Returns for 5 years | 0.82 | 23.42 | 3% |
| Returns for 10 years | 42.38 | 58.78 | 72% |
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