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VSCAX vs WBVRX
VSCAX vs WBVRX Comparison
Open Charts VSCAX vs WBVRX
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
William Blair Small Cap Value R6
Price$28.76
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets990.53M
VSCAX vs WBVRX Comparison Chart in %
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VSCAX vs. WBVRX commentary
Oct 19, 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: 7.51B vs. WBVRX (991M). WBVRX pays higher dividends than VSCAX: WBVRX (0.99) vs VSCAX (0.32). VSCAX was incepted earlier than WBVRX: VSCAX (26 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 : 2.33 vs. WBVRX (-8.35). WBVRX return over 5 years is better than : 148.57 vs. VSCAX (106.26).
| VSCAX | WBVRX | VSCAX / WBVRX | |
| Total Expense Ratio | 1.10 | 0.79 | 139% |
| Annual Report Gross Expense Ratio | 1.10 | 0.79 | 139% |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | 8.932 | -2.838 | -315% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.51B | 991M | 757% |
| Annual Yield % from dividends | 0.32 | 0.99 | 32% |
| Returns for 1 year | 2.33 | -8.35 | -28% |
| Returns for 3 years | 49.64 | 2.07 | 2,396% |
| Returns for 5 years | 106.26 | 148.57 | 72% |
| Returns for 10 years | 39.02 | N/A | - |
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