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WBVNX vs WCMFX
WBVNX vs WCMFX Comparison
Open Charts WBVNX vs WCMFX
William Blair Small Cap Value N
Price$29.81
Change-$0.37 (-1.23%)
VolumeN/A
Net Assets1.1B
WCM SMID Quality Val Fd Institutional
Price$11.78
Change-$0.19 (-1.59%)
VolumeN/A
Net Assets60.59M
WBVNX vs WCMFX Comparison Chart in %
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WBVNX vs. WCMFX commentary
Sep 13, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBVNX has more cash in the bank: 1.1B vs. WCMFX (60.6M). WBVNX pays higher dividends than WCMFX: WBVNX (0.58) vs WCMFX (0.00). WBVNX was incepted earlier than WCMFX: WBVNX (4 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than WBVNX (1.15). WBVNX is a more actively managed with annual turnover of: 35.00 vs. WCMFX (15.00). 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 : 2.01 vs. WCMFX (-11.92). WBVNX return over 5 years is better than : 187.98 vs. WCMFX (39.84).
| WBVNX | WCMFX | WBVNX / WCMFX | |
| Total Expense Ratio | 1.15 | 0.90 | 128% |
| Annual Report Gross Expense Ratio | 1.15 | 1.45 | 79% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 1.719 | -0.083 | -2,059% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 60.6M | 1,818% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 2.01 | -11.92 | -17% |
| Returns for 3 years | 3.81 | 19.34 | 20% |
| Returns for 5 years | 187.98 | 39.84 | 472% |
| Returns for 10 years | 78.69 | N/A | - |
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