Interact to see
Advertisement
Advertisement
MVCAX vs WVMRX
MVCAX vs WVMRX Comparison
Open Charts MVCAX vs WVMRX
William Blair Mid Cap Value R6
Price$11.67
Change+$0.06 (+0.52%)
VolumeN/A
Net Assets1.31M
MVCAX vs WVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. WVMRX (1.31M). WVMRX pays higher dividends than MVCAX: WVMRX (1.21) vs MVCAX (0.84). MVCAX was incepted earlier than WVMRX: MVCAX (24 years) vs WVMRX (4 years). WVMRX (8.72) is less costly to investors than MVCAX (1.00). WVMRX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than WVMRX: MVCAX (1000) vs WVMRX (1000000). WVMRX annual gain was more profitable for investors over the last year : 2.34 vs. MVCAX (-7.56).
| MVCAX | WVMRX | MVCAX / WVMRX | |
| Total Expense Ratio | 0.99 | 0.70 | 141% |
| Annual Report Gross Expense Ratio | 1.00 | 8.72 | 11% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 4.791 | 3.568 | 134% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 1.31M | 1,308,340% |
| Annual Yield % from dividends | 0.84 | 1.21 | 69% |
| Returns for 1 year | -7.56 | 2.34 | -323% |
| Returns for 3 years | 22.15 | 39.08 | 57% |
| Returns for 5 years | 45.70 | N/A | - |
| Returns for 10 years | 71.76 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement