Interact to see
Advertisement
Advertisement
DFSTX vs WBCIX
DFSTX vs WBCIX Comparison
Open Charts DFSTX vs WBCIX
William Blair Small-Mid Cap Core I
Price$16.52
Change-$0.54 (-3.17%)
VolumeN/A
Net Assets143.68M
DFSTX vs WBCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSTX vs. WBCIX commentary
Oct 11, 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 DFSTX is a Hold and WBCIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17B vs. WBCIX (144M). DFSTX pays higher dividends than WBCIX: DFSTX (1.07) vs WBCIX (0.10). DFSTX was incepted earlier than WBCIX: DFSTX (34 years) vs WBCIX (6 years). WBCIX (1.15) is less costly to investors than DFSTX (0.28). WBCIX is a more actively managed with annual turnover of: 59.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than WBCIX: DFSTX (0) vs WBCIX (500000). DFSTX annual gain was more profitable for investors over the last year : 7.85 vs. WBCIX (1.29). DFSTX return over 5 years is better than : 64.02 vs. WBCIX (57.20).
| DFSTX | WBCIX | DFSTX / WBCIX | |
| Total Expense Ratio | 0.27 | 0.95 | 28% |
| Annual Report Gross Expense Ratio | 0.28 | 1.15 | 24% |
| Fund Existence | 34 years | 6 years | - |
| Gain YTD | 5.697 | 0.947 | 602% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 144M | 11,806% |
| Annual Yield % from dividends | 1.07 | 0.10 | 1,047% |
| Returns for 1 year | 7.85 | 1.29 | 608% |
| Returns for 3 years | 40.24 | 35.31 | 114% |
| Returns for 5 years | 64.02 | 57.20 | 112% |
| Returns for 10 years | 76.53 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DWSH | 7.06 | 0.23 | +3.37% |
| AdvisorShares Dorsey Wright Short ETF | |||
| IBGA | 25.36 | 0.30 | +1.21% |
| iShares iBonds Dec 2044 Term Trsy ETF | |||
| INTF | 35.44 | -0.67 | -1.86% |
| iShares International Equity Factor ETF | |||
| AMID | 33.27 | -0.72 | -2.12% |
| Argent Mid Cap ETF | |||
| PTF | 76.28 | -4.61 | -5.70% |
| Invesco Dorsey Wright Technology MomtETF | |||