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VSCAX vs WBVRX
VSCAX vs WBVRX Comparison
Open Charts VSCAX vs WBVRX
Invesco Small Cap Value A
Price$25.81
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.32B
William Blair Small Cap Value R6
Price$30.29
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets935.6M
VSCAX vs WBVRX Comparison Chart in %
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VSCAX vs. WBVRX commentary
Dec 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 Hold and WBVRX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.32B vs. WBVRX (936M). WBVRX pays higher dividends than VSCAX: WBVRX (0.97) vs VSCAX (0.31). VSCAX was incepted earlier than WBVRX: VSCAX (27 years) vs WBVRX (4 years). VSCAX (1.10) is less costly to investors than WBVRX (0.79). VSCAX is a more actively managed with annual turnover of: 52.00 vs. WBVRX (35.00). VSCAX has a lower initial minimum investment than WBVRX: VSCAX (1000) vs WBVRX (1000000). VSCAX annual gain was more profitable for investors over the last year : 8.99 vs. WBVRX (1.82). WBVRX return over 5 years is better than : 123.87 vs. VSCAX (66.53).
| VSCAX | WBVRX | VSCAX / WBVRX | |
| Total Expense Ratio | 1.10 | 0.79 | 139% |
| Annual Report Gross Expense Ratio | 1.10 | 0.79 | 139% |
| Fund Existence | 27 years | 4 years | - |
| Gain YTD | 9.783 | 2.331 | 420% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.32B | 936M | 888% |
| Annual Yield % from dividends | 0.31 | 0.97 | 32% |
| Returns for 1 year | 8.99 | 1.82 | 496% |
| Returns for 3 years | 49.97 | 11.48 | 435% |
| Returns for 5 years | 66.53 | 123.87 | 54% |
| Returns for 10 years | 58.45 | N/A | - |
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