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WBVNX vs WCMFX
WBVNX vs WCMFX Comparison
Open Charts WBVNX vs WCMFX
William Blair Small Cap Value N
Price$29.74
Change-$0.50 (-1.65%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$13.37
Change-$0.21 (-1.55%)
VolumeN/A
CapitalizationN/A
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WBVNX vs WCMFX Comparison Chart
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WBVNX vs. WCMFX commentary
Sep 07, 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 Sell and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBVNX has more cash in the bank: 1.28B vs. WCMFX (72.6M). 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 : 16.67 vs. WBVNX (6.72).
| 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 | 1.545 | 11.038 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 72.6M | 1,758% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 6.72 | 16.67 | 40% |
| Returns for 3 years | -8.76 | 13.93 | -63% |
| Returns for 5 years | 78.83 | N/A | - |
| Returns for 10 years | 69.98 | N/A | - |
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