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DFSTX vs WBCIX
DFSTX vs WBCIX Comparison
Open Charts DFSTX vs WBCIX
William Blair Small-Mid Cap Core I
Price$16.36
Change+$0.14 (+0.86%)
VolumeN/A
Net Assets123.64M
DFSTX vs WBCIX Comparison Chart in %
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DFSTX vs. WBCIX commentary
Nov 20, 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: 16.2B vs. WBCIX (124M). DFSTX pays higher dividends than WBCIX: DFSTX (1.08) 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 : -1.58 vs. WBCIX (-6.10). DFSTX return over 5 years is better than : 46.26 vs. WBCIX (39.47).
| 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 | 2.089 | -3.195 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 124M | 13,065% |
| Annual Yield % from dividends | 1.08 | 0.10 | 1,049% |
| Returns for 1 year | -1.58 | -6.10 | 26% |
| Returns for 3 years | 21.78 | 18.85 | 116% |
| Returns for 5 years | 46.26 | 39.47 | 117% |
| Returns for 10 years | 67.22 | N/A | - |
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