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WBSRX vs WCMNX
WBSRX vs WCMNX Comparison
Open Charts WBSRX vs WCMNX
William Blair Small Cap Growth R6
Price$29.75
Change+$0.48 (+1.64%)
VolumeN/A
Net Assets787.37M
WCM Small Cap Growth Investor
Price$10.63
Change+$0.15 (+1.43%)
VolumeN/A
Net Assets38.46M
WBSRX vs WCMNX Comparison Chart
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WBSRX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBSRX has more cash in the bank: 787M vs. WCMNX (38.5M). 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 : -14.14 vs. WCMNX (-17.15). WCMNX return over 5 years is better than : 23.00 vs. WBSRX (18.07).
| 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 | -17.573 | -17.415 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -17.15 | 82% |
| Returns for 3 years | -11.14 | -10.12 | 110% |
| Returns for 5 years | 18.07 | 23.00 | 79% |
| Returns for 10 years | N/A | N/A | - |
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