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WBSRX vs WCMLX
WBSRX vs WCMLX Comparison
Open Charts WBSRX vs WCMLX
William Blair Small Cap Growth R6
Price$29.75
Change+$0.48 (+1.64%)
VolumeN/A
Net Assets787.37M
WCM Small Cap Growth Institutional
Price$10.78
Change+$0.16 (+1.51%)
VolumeN/A
Net Assets38.46M
WBSRX vs WCMLX Comparison Chart
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WBSRX vs. WCMLX commentary
Apr 12, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBSRX has more cash in the bank: 787M vs. WCMLX (38.5M). WBSRX (0.00) and WCMLX (0.00) have matching dividends . WBSRX was incepted earlier than WCMLX: WBSRX (6 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than WBSRX (1.02). WBSRX is a more actively managed with annual turnover of: 75.00 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 : -14.14 vs. WCMLX (-17.03). WCMLX return over 5 years is better than : 24.50 vs. WBSRX (18.07).
| WBSRX | WCMLX | WBSRX / WCMLX | |
| Total Expense Ratio | 0.94 | 0.99 | 95% |
| Annual Report Gross Expense Ratio | 1.02 | 1.86 | 55% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | -17.573 | -17.418 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 787M | 38.5M | 2,044% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -14.14 | -17.03 | 83% |
| Returns for 3 years | -11.14 | -9.46 | 118% |
| Returns for 5 years | 18.07 | 24.50 | 74% |
| Returns for 10 years | N/A | N/A | - |
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