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VSCAX vs WBVRX
VSCAX vs WBVRX Comparison
Open Charts VSCAX vs WBVRX
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.34B
William Blair Small Cap Value R6
Price$32.28
Change+$3.24 (+11.16%)
VolumeN/A
Net Assets976.62M
VSCAX vs WBVRX Comparison Chart in %
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VSCAX vs. WBVRX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.34B vs. WBVRX (977M). WBVRX pays higher dividends than VSCAX: WBVRX (0.84) vs VSCAX (0.23). VSCAX was incepted earlier than WBVRX: VSCAX (27 years) vs WBVRX (5 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 : 15.75 vs. WBVRX (7.57). WBVRX return over 5 years is better than : 126.09 vs. VSCAX (70.93).
| 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 | 5 years | - |
| Gain YTD | 11.853 | 7.922 | 150% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.34B | 977M | 956% |
| Annual Yield % from dividends | 0.23 | 0.84 | 28% |
| Returns for 1 year | 15.75 | 7.57 | 208% |
| Returns for 3 years | 50.21 | 5.77 | 870% |
| Returns for 5 years | 70.93 | 126.09 | 56% |
| Returns for 10 years | 106.86 | N/A | - |
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