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WBSRX vs WCMLX
WBSRX vs WCMLX Comparison
Open Charts WBSRX vs WCMLX
William Blair Small Cap Growth R6
Price$31.45
Change+$0.43 (+1.39%)
VolumeN/A
Net Assets825.49M
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
WBSRX vs WCMLX Comparison Chart
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WBSRX vs. WCMLX commentary
May 09, 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: 825M vs. WCMLX (42.1M). WBSRX (0.00) and WCMLX (0.00) have matching dividends . WBSRX was incepted earlier than WCMLX: WBSRX (6 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than WBSRX (1.02). WCMLX is a more actively managed with annual turnover of: 83.00 vs. WBSRX (75.00). WCMLX has a lower initial minimum investment than WBSRX: WCMLX (100000) vs WBSRX (1000000). WCMLX annual gain was more profitable for investors over the last year : -6.86 vs. WBSRX (-8.28). WCMLX return over 5 years is better than : 21.31 vs. WBSRX (11.30).
| 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 | 6 years | - |
| Gain YTD | -12.644 | -9.253 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 825M | 42.1M | 1,960% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.28 | -6.86 | 121% |
| Returns for 3 years | 12.35 | 15.89 | 78% |
| Returns for 5 years | 11.30 | 21.31 | 53% |
| Returns for 10 years | N/A | N/A | - |
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