Ad is loading...
Ad is loading...
WBVNX vs WCMFX
WBVNX vs WCMFX Comparison
Open Charts WBVNX vs WCMFX
William Blair Small Cap Value N
Price$32.02
Change-$0.26 (-0.81%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.16
Change-$0.17 (-1.19%)
VolumeN/A
CapitalizationN/A
WBVNX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
WBVNX vs. WCMFX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
WBVNX has more cash in the bank: 1.33B vs. WCMFX (76.5M). WBVNX pays higher dividends than WCMFX: WBVNX (0.57) vs WCMFX (0.00). WBVNX was incepted earlier than WCMFX: WBVNX (3 years) vs WCMFX (5 years). WBVNX is a more actively managed with annual turnover of: 27.00 vs. WCMFX (22.00). WBVNX has a lower initial minimum investment than WCMFX: WBVNX (2500) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 27.91 vs. WBVNX (17.41). WBVNX return over 5 years is better than : 80.70 vs. WCMFX (38.01).
| WBVNX | WCMFX | WBVNX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 5 years | - |
| Gain YTD | 7.522 | 15.781 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 76.5M | 1,733% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 17.41 | 27.91 | 62% |
| Returns for 3 years | -9.42 | 10.80 | -87% |
| Returns for 5 years | 80.70 | 38.01 | 212% |
| Returns for 10 years | 77.69 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...