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WBSRX vs WCMNX
WBSRX vs WCMNX Comparison
Open Charts WBSRX vs WCMNX
William Blair Small Cap Growth R6
Price$31.29
Change-$1.21 (-3.72%)
VolumeN/A
Net Assets869.39M
WCM Small Cap Growth Investor
Price$11.26
Change-$0.40 (-3.43%)
VolumeN/A
Net Assets42.14M
WBSRX vs WCMNX Comparison Chart
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WBSRX vs. WCMNX commentary
Mar 11, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBSRX has more cash in the bank: 869M vs. WCMNX (42.1M). WBSRX (0.00) and WCMNX (0.00) have matching dividends . WBSRX was incepted earlier than WCMNX: WBSRX (6 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than WBSRX (1.02). WBSRX is a more actively managed with annual turnover of: 75.00 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than WBSRX: WCMNX (1000) vs WBSRX (1000000). WBSRX annual gain was more profitable for investors over the last year : -6.31 vs. WCMNX (-11.13). WCMNX return over 5 years is better than : 21.58 vs. WBSRX (11.57).
| WBSRX | WCMNX | WBSRX / WCMNX | |
| Total Expense Ratio | 0.94 | 1.24 | 76% |
| Annual Report Gross Expense Ratio | 1.02 | 2.11 | 48% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | -8.476 | -8.117 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 869M | 42.1M | 2,064% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.31 | -11.13 | 57% |
| Returns for 3 years | 2.04 | 3.74 | 55% |
| Returns for 5 years | 11.57 | 21.58 | 54% |
| Returns for 10 years | N/A | N/A | - |
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