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WBSRX vs WCMLX
WBSRX vs WCMLX Comparison
Open Charts WBSRX vs WCMLX
William Blair Small Cap Growth R6
Price$34.88
Change-$1.04 (-2.90%)
VolumeN/A
Net Assets931.61M
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
WBSRX vs WCMLX Comparison Chart
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WBSRX vs. WCMLX commentary
Feb 23, 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 WBSRX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBSRX has more cash in the bank: 932M vs. WCMLX (40.2M). WBSRX (0.00) and WCMLX (0.00) have matching dividends . WBSRX was incepted earlier than WCMLX: WBSRX (6 years) vs WCMLX (5 years). WBSRX is a more actively managed with annual turnover of: 55.00 vs. WCMLX (48.00). WCMLX has a lower initial minimum investment than WBSRX: WCMLX (100000) vs WBSRX (1000000). WBSRX annual gain was more profitable for investors over the last year : 4.28 vs. WCMLX (-1.40). WCMLX return over 5 years is better than : 15.29 vs. WBSRX (6.86).
| WBSRX | WCMLX | WBSRX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | -1.774 | -1.477 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 40.2M | 2,318% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.28 | -1.40 | -305% |
| Returns for 3 years | 10.87 | 7.19 | 151% |
| Returns for 5 years | 6.86 | 15.29 | 45% |
| Returns for 10 years | N/A | N/A | - |
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