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VSCAX vs WBVNX
VSCAX vs WBVNX Comparison
Open Charts VSCAX vs WBVNX
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
William Blair Small Cap Value N
Price$32.35
Change+$3.33 (+11.47%)
VolumeN/A
Net Assets980.26M
VSCAX vs WBVNX Comparison Chart in %
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VSCAX vs. WBVNX 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 VSCAX is a Buy and WBVNX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. WBVNX (980M). WBVNX pays higher dividends than VSCAX: WBVNX (0.50) vs VSCAX (0.23). VSCAX was incepted earlier than WBVNX: VSCAX (27 years) vs WBVNX (5 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 : 18.26 vs. WBVNX (9.64). WBVNX return over 5 years is better than : 132.57 vs. VSCAX (68.92).
| VSCAX | WBVNX | VSCAX / WBVNX | |
| Total Expense Ratio | 1.10 | 1.15 | 96% |
| Annual Report Gross Expense Ratio | 1.10 | 1.15 | 96% |
| Fund Existence | 27 years | 5 years | - |
| Gain YTD | 12.643 | 8.375 | 151% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.42B | 980M | 961% |
| Annual Yield % from dividends | 0.23 | 0.50 | 46% |
| Returns for 1 year | 18.26 | 9.64 | 189% |
| Returns for 3 years | 51.27 | 5.15 | 995% |
| Returns for 5 years | 68.92 | 132.57 | 52% |
| Returns for 10 years | 108.32 | 112.55 | 96% |
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