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VSCAX vs WBVNX
VSCAX vs WBVNX Comparison
Open Charts VSCAX vs WBVNX
Invesco Small Cap Value A
Price$24.43
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets7.03B
William Blair Small Cap Value N
Price$28.80
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets1.08B
VSCAX vs WBVNX Comparison Chart in %
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VSCAX vs. WBVNX commentary
Aug 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 Buy and WBVNX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. WBVNX (1.08B). WBVNX pays higher dividends than VSCAX: WBVNX (0.62) vs VSCAX (0.34). 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 : 6.52 vs. WBVNX (-4.33). WBVNX return over 5 years is better than : 163.98 vs. VSCAX (110.13).
| 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 | 3.913 | -2.932 | -133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.03B | 1.08B | 648% |
| Annual Yield % from dividends | 0.34 | 0.62 | 55% |
| Returns for 1 year | 6.52 | -4.33 | -151% |
| Returns for 3 years | 32.92 | -8.49 | -388% |
| Returns for 5 years | 110.13 | 163.98 | 67% |
| Returns for 10 years | 34.49 | 70.82 | 49% |
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