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WBSRX vs WCMNX
WBSRX vs WCMNX Comparison
Open Charts WBSRX vs WCMNX
William Blair Small Cap Growth R6
Price$34.24
Change+$0.26 (+0.77%)
VolumeN/A
Net Assets912.56M
WCM Small Cap Growth Investor
Price$12.56
Change+$0.12 (+0.96%)
VolumeN/A
Net Assets42.98M
WBSRX vs WCMNX Comparison Chart in %
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WBSRX vs. WCMNX commentary
Jul 06, 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: 913M vs. WCMNX (43M). WBSRX (0.00) and WCMNX (0.00) have matching dividends . WBSRX was incepted earlier than WCMNX: WBSRX (6 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than WBSRX (1.00). WCMNX is a more actively managed with annual turnover of: 83.00 vs. WBSRX (75.00). WCMNX has a lower initial minimum investment than WBSRX: WCMNX (1000) vs WBSRX (1000000). WCMNX annual gain was more profitable for investors over the last year : 2.70 vs. WBSRX (-2.31). WCMNX return over 5 years is better than : 20.31 vs. WBSRX (12.08).
| WBSRX | WCMNX | WBSRX / WCMNX | |
| Total Expense Ratio | 0.94 | 1.24 | 76% |
| Annual Report Gross Expense Ratio | 1.00 | 2.04 | 49% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | -3.576 | -1.024 | 349% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 913M | 43M | 2,123% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.31 | 2.70 | -86% |
| Returns for 3 years | 24.74 | 25.10 | 99% |
| Returns for 5 years | 12.08 | 20.31 | 59% |
| Returns for 10 years | N/A | N/A | - |
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