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VSCAX vs WBVRX
VSCAX vs WBVRX Comparison
Open Charts VSCAX vs WBVRX
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.03B
William Blair Small Cap Value R6
Price$28.75
Change-$0.24 (-0.83%)
VolumeN/A
Net Assets1.08B
VSCAX vs WBVRX Comparison Chart in %
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VSCAX vs. WBVRX commentary
Aug 18, 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 WBVRX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. WBVRX (1.08B). WBVRX pays higher dividends than VSCAX: WBVRX (1.04) vs VSCAX (0.34). VSCAX was incepted earlier than WBVRX: VSCAX (26 years) vs WBVRX (4 years). VSCAX (1.12) 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 : 6.49 vs. WBVRX (-3.96). WBVRX return over 5 years is better than : 148.06 vs. VSCAX (105.42).
| VSCAX | WBVRX | VSCAX / WBVRX | |
| Total Expense Ratio | 1.12 | 0.79 | 142% |
| Annual Report Gross Expense Ratio | 1.12 | 0.79 | 142% |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | 3.658 | -2.872 | -127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.03B | 1.08B | 649% |
| Annual Yield % from dividends | 0.34 | 1.04 | 33% |
| Returns for 1 year | 6.49 | -3.96 | -164% |
| Returns for 3 years | 30.98 | -9.59 | -323% |
| Returns for 5 years | 105.42 | 148.06 | 71% |
| Returns for 10 years | 26.84 | N/A | - |
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