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WBVNX vs WCMFX
WBVNX vs WCMFX Comparison
Open Charts WBVNX vs WCMFX
William Blair Small Cap Value N
Price$25.74
Change+$1.93 (+8.11%)
VolumeN/A
Net Assets1.02B
WCM SMID Quality Val Fd Institutional
Price$10.72
Change+$0.78 (+7.85%)
VolumeN/A
Net Assets55.89M
WBVNX vs WCMFX Comparison Chart
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WBVNX vs. WCMFX commentary
Apr 10, 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 WBVNX is a Buy and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
WBVNX has more cash in the bank: 1.02B vs. WCMFX (55.9M). WBVNX pays higher dividends than WCMFX: WBVNX (0.64) vs WCMFX (0.00). WBVNX was incepted earlier than WCMFX: WBVNX (4 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than WBVNX (1.11). WBVNX is a more actively managed with annual turnover of: 35.00 vs. WCMFX (22.00). WBVNX has a lower initial minimum investment than WCMFX: WBVNX (2500) vs WCMFX (100000). WBVNX annual gain was more profitable for investors over the last year : -21.45 vs. WCMFX (-26.26). WBVNX return over 5 years is better than : 140.51 vs. WCMFX (33.96).
| WBVNX | WCMFX | WBVNX / WCMFX | |
| Total Expense Ratio | 1.11 | 0.85 | 131% |
| Annual Report Gross Expense Ratio | 1.11 | 1.27 | 87% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | -19.751 | -17.028 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 55.9M | 1,832% |
| Annual Yield % from dividends | 0.64 | 0.00 | - |
| Returns for 1 year | -21.45 | -26.26 | 82% |
| Returns for 3 years | -22.58 | -6.84 | 330% |
| Returns for 5 years | 140.51 | 33.96 | 414% |
| Returns for 10 years | 31.40 | N/A | - |
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