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VSCAX vs WBVNX
VSCAX vs WBVNX Comparison
Open Charts VSCAX vs WBVNX
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
William Blair Small Cap Value N
Price$26.83
Change-$0.63 (-2.29%)
VolumeN/A
Net Assets1.06B
VSCAX vs WBVNX Comparison Chart
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VSCAX vs. WBVNX commentary
Jun 16, 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 StrongBuy and WBVNX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. WBVNX (1.06B). WBVNX pays higher dividends than VSCAX: WBVNX (0.65) vs VSCAX (0.37). VSCAX was incepted earlier than WBVNX: VSCAX (26 years) vs WBVNX (4 years). WBVNX (1.15) and VSCAX (1.12) have similar cost to investors . VSCAX is a more actively managed with annual turnover of: 40.00 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 : 0.16 vs. WBVNX (-6.97). WBVNX return over 5 years is better than : 161.25 vs. VSCAX (116.10).
| VSCAX | WBVNX | VSCAX / WBVNX | |
| Total Expense Ratio | 1.12 | 1.15 | 97% |
| Annual Report Gross Expense Ratio | 1.12 | 1.15 | 97% |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | -3.573 | -9.572 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.48B | 1.06B | 609% |
| Annual Yield % from dividends | 0.37 | 0.65 | 57% |
| Returns for 1 year | 0.16 | -6.97 | -2% |
| Returns for 3 years | 29.03 | -6.35 | -458% |
| Returns for 5 years | 116.10 | 161.25 | 72% |
| Returns for 10 years | 10.55 | 48.48 | 22% |
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