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WBVNX vs WCMFX
WBVNX vs WCMFX Comparison
Open Charts WBVNX vs WCMFX
William Blair Small Cap Value N
Price$26.83
Change-$0.63 (-2.29%)
VolumeN/A
Net Assets1.06B
WCM SMID Quality Val Fd Institutional
Price$11.15
Change-$0.19 (-1.68%)
VolumeN/A
Net Assets59.79M
WBVNX vs WCMFX Comparison Chart
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WBVNX vs. WCMFX commentary
Jun 15, 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: 1.06B vs. WCMFX (59.8M). WBVNX pays higher dividends than WCMFX: WBVNX (0.65) 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 : -6.97 vs. WCMFX (-16.35). WBVNX return over 5 years is better than : 161.25 vs. WCMFX (35.15).
| 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 | -9.572 | -6.928 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 59.8M | 1,779% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | -6.97 | -16.35 | 43% |
| Returns for 3 years | -6.35 | 12.85 | -49% |
| Returns for 5 years | 161.25 | 35.15 | 459% |
| Returns for 10 years | 48.48 | N/A | - |
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