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VSCAX vs WBVNX
VSCAX vs WBVNX Comparison
Open Charts VSCAX vs WBVNX
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
William Blair Small Cap Value N
Price$30.01
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets1.11B
VSCAX vs WBVNX Comparison Chart in %
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VSCAX vs. WBVNX commentary
Sep 09, 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: 7.33B vs. WBVNX (1.11B). WBVNX pays higher dividends than VSCAX: WBVNX (0.58) vs VSCAX (0.32). 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 : 12.12 vs. WBVNX (-0.11). WBVNX return over 5 years is better than : 175.76 vs. VSCAX (116.87).
| 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 | 7.614 | 1.213 | 628% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.33B | 1.11B | 658% |
| Annual Yield % from dividends | 0.32 | 0.58 | 55% |
| Returns for 1 year | 12.12 | -0.11 | -11,174% |
| Returns for 3 years | 46.81 | 5.04 | 929% |
| Returns for 5 years | 116.87 | 175.76 | 66% |
| Returns for 10 years | 36.89 | 78.54 | 47% |
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