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VSCAX vs WBVNX
VSCAX vs WBVNX Comparison
Open Charts VSCAX vs WBVNX
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.02B
William Blair Small Cap Value N
Price$28.63
Change+$0.15 (+0.53%)
VolumeN/A
Net Assets1.09B
VSCAX vs WBVNX Comparison Chart in %
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VSCAX vs. WBVNX commentary
Jul 26, 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 Buy and WBVNX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.02B vs. WBVNX (1.09B). WBVNX pays higher dividends than VSCAX: WBVNX (0.63) vs VSCAX (0.35). 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: 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 : 5.38 vs. WBVNX (-9.12). WBVNX return over 5 years is better than : 171.37 vs. VSCAX (124.82).
| 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 | 3.998 | -3.505 | -114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.02B | 1.09B | 645% |
| Annual Yield % from dividends | 0.35 | 0.63 | 55% |
| Returns for 1 year | 5.38 | -9.12 | -59% |
| Returns for 3 years | 42.53 | -3.25 | -1,308% |
| Returns for 5 years | 124.82 | 171.37 | 73% |
| Returns for 10 years | 27.85 | 65.68 | 42% |
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