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VSCAX vs WBVNX
VSCAX vs WBVNX Comparison
Open Charts VSCAX vs WBVNX
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets7.9B
William Blair Small Cap Value N
Price$30.15
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets926.82M
VSCAX vs WBVNX Comparison Chart in %
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VSCAX vs. WBVNX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.9B vs. WBVNX (927M). WBVNX pays higher dividends than VSCAX: WBVNX (0.58) vs VSCAX (0.31). VSCAX was incepted earlier than WBVNX: VSCAX (26 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 : -0.15 vs. WBVNX (-8.88). WBVNX return over 5 years is better than : 144.10 vs. VSCAX (80.13).
| VSCAX | WBVNX | VSCAX / WBVNX | |
| Total Expense Ratio | 1.10 | 1.15 | 96% |
| Annual Report Gross Expense Ratio | 1.10 | 1.15 | 96% |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | 13.526 | 1.854 | 730% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.9B | 927M | 852% |
| Annual Yield % from dividends | 0.31 | 0.58 | 53% |
| Returns for 1 year | -0.15 | -8.88 | 2% |
| Returns for 3 years | 35.94 | -3.83 | -939% |
| Returns for 5 years | 80.13 | 144.10 | 56% |
| Returns for 10 years | 42.28 | 73.48 | 58% |
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