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MVCAX vs WVMRX
MVCAX vs WVMRX Comparison
Open Charts MVCAX vs WVMRX
William Blair Mid Cap Value R6
Price$11.58
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets1.7M
MVCAX vs WVMRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. WVMRX (1.7M). WVMRX pays higher dividends than MVCAX: WVMRX (1.24) vs MVCAX (0.87). MVCAX was incepted earlier than WVMRX: MVCAX (24 years) vs WVMRX (3 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 : 8.43 vs. MVCAX (-1.70).
| 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 | 3 years | - |
| Gain YTD | 3.814 | 2.855 | 134% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 1.7M | 1,012,360% |
| Annual Yield % from dividends | 0.87 | 1.24 | 70% |
| Returns for 1 year | -1.70 | 8.43 | -20% |
| Returns for 3 years | 16.54 | 31.31 | 53% |
| Returns for 5 years | 54.59 | N/A | - |
| Returns for 10 years | 67.90 | N/A | - |
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