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MVCAX vs WVMIX
MVCAX vs WVMIX Comparison
Open Charts MVCAX vs WVMIX
William Blair Mid Cap Value I
Price$11.75
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.73M
MVCAX vs WVMIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. WVMIX (1.73M). WVMIX pays higher dividends than MVCAX: WVMIX (1.17) vs MVCAX (0.84). MVCAX was incepted earlier than WVMIX: MVCAX (24 years) vs WVMIX (4 years). WVMIX (8.77) is less costly to investors than MVCAX (1.00). WVMIX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than WVMIX: MVCAX (1000) vs WVMIX (500000). WVMIX annual gain was more profitable for investors over the last year : 4.61 vs. MVCAX (-5.43).
| MVCAX | WVMIX | MVCAX / WVMIX | |
| Total Expense Ratio | 0.99 | 0.75 | 132% |
| Annual Report Gross Expense Ratio | 1.00 | 8.77 | 11% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 5.737 | 4.996 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 1.73M | 992,499% |
| Annual Yield % from dividends | 0.84 | 1.17 | 72% |
| Returns for 1 year | -5.43 | 4.61 | -118% |
| Returns for 3 years | 25.11 | 44.32 | 57% |
| Returns for 5 years | 49.69 | N/A | - |
| Returns for 10 years | 74.97 | N/A | - |