WBVNX
Price
$30.31
Change
+$0.11 (+0.36%)
Updated
Jan 17 closing price
Net Assets
1.37B
WCMFX
Price
$12.47
Change
+$0.03 (+0.24%)
Updated
Jan 17 closing price
Net Assets
69.09M
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WBVNX vs WCMFX

Header iconWBVNX vs WCMFX Comparison
Open Charts WBVNX vs WCMFXBanner chart's image
William Blair Small Cap Value N
Price$30.31
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets1.37B
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.09M
WBVNX vs WCMFX Comparison Chart
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WBVNX vs. WCMFX commentary
Jan 19, 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.

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FUNDAMENTALS
Fundamentals
WBVNX has more cash in the bank: 1.37B vs. WCMFX (69.1M). WBVNX pays higher dividends than WCMFX: WBVNX (0.57) vs WCMFX (0.00). WBVNX was incepted earlier than WCMFX: WBVNX (4 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). WBVNX annual gain was more profitable for investors over the last year : 7.39 vs. WCMFX (5.50). WBVNX return over 5 years is better than : 71.83 vs. WCMFX (16.43).
WBVNXWCMFXWBVNX / WCMFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence4 years5 years-
Gain YTD2.1574.09053%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets1.37B69.1M1,986%
Annual Yield % from dividends0.570.00-
Returns for 1 year7.395.50134%
Returns for 3 years-8.2812.85-64%
Returns for 5 years71.8316.43437%
Returns for 10 years77.46N/A-
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