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VSCAX vs WBVNX
VSCAX vs WBVNX Comparison
Open Charts VSCAX vs WBVNX
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.33B
William Blair Small Cap Value N
Price$30.37
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets936.02M
VSCAX vs WBVNX Comparison Chart in %
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VSCAX vs. WBVNX 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 VSCAX is a Hold and WBVNX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.33B vs. WBVNX (936M). WBVNX pays higher dividends than VSCAX: WBVNX (0.58) vs VSCAX (0.31). VSCAX was incepted earlier than WBVNX: VSCAX (27 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 : 8.71 vs. WBVNX (1.20). WBVNX return over 5 years is better than : 133.26 vs. VSCAX (66.73).
| 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 | 4 years | - |
| Gain YTD | 9.911 | 2.359 | 420% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.33B | 936M | 890% |
| Annual Yield % from dividends | 0.31 | 0.58 | 53% |
| Returns for 1 year | 8.71 | 1.20 | 726% |
| Returns for 3 years | 49.46 | 10.56 | 468% |
| Returns for 5 years | 66.73 | 133.26 | 50% |
| Returns for 10 years | 59.02 | 78.44 | 75% |
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