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VSCAX vs WBVNX
VSCAX vs WBVNX Comparison
Open Charts VSCAX vs WBVNX
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
William Blair Small Cap Value N
Price$28.74
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets990.53M
VSCAX vs WBVNX Comparison Chart in %
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VSCAX vs. WBVNX 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 VSCAX is a Hold and WBVNX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. WBVNX (991M). WBVNX pays higher dividends than VSCAX: WBVNX (0.59) vs VSCAX (0.32). VSCAX was incepted earlier than WBVNX: VSCAX (26 years) vs WBVNX (4 years). WBVNX (1.15) and VSCAX (1.10) have similar cost to investors . VSCAX is a more actively managed with annual turnover of: 52.00 vs. WBVNX (35.00). VSCAX has a lower initial minimum investment than WBVNX: VSCAX (1000) vs WBVNX (2500). VSCAX annual gain was more profitable for investors over the last year : 2.33 vs. WBVNX (-8.66). WBVNX return over 5 years is better than : 158.92 vs. VSCAX (106.26).
| VSCAX | WBVNX | VSCAX / WBVNX | |
| Total Expense Ratio | 1.10 | 1.15 | 96% |
| Annual Report Gross Expense Ratio | 1.10 | 1.15 | 96% |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | 8.932 | -3.134 | -285% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.51B | 991M | 757% |
| Annual Yield % from dividends | 0.32 | 0.59 | 53% |
| Returns for 1 year | 2.33 | -8.66 | -27% |
| Returns for 3 years | 49.64 | 1.05 | 4,725% |
| Returns for 5 years | 106.26 | 158.92 | 67% |
| Returns for 10 years | 39.02 | 65.74 | 59% |
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