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WBVNX vs WCMFX
WBVNX vs WCMFX Comparison
Open Charts WBVNX vs WCMFX
William Blair Small Cap Value N
Price$29.09
Change-$0.62 (-2.09%)
VolumeN/A
Net Assets1.3B
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
WBVNX vs WCMFX Comparison Chart
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WBVNX vs. WCMFX commentary
Feb 23, 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: 1.3B vs. WCMFX (66.5M). 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 : -0.27 vs. WCMFX (-6.03). WBVNX return over 5 years is better than : 70.12 vs. WCMFX (11.06).
| WBVNX | WCMFX | WBVNX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | -1.955 | -1.085 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 66.5M | 1,949% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | -0.27 | -6.03 | 4% |
| Returns for 3 years | -6.16 | 9.72 | -63% |
| Returns for 5 years | 70.12 | 11.06 | 634% |
| Returns for 10 years | 63.15 | N/A | - |
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