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WBVNX vs WCMFX
WBVNX vs WCMFX Comparison
Open Charts WBVNX vs WCMFX
William Blair Small Cap Value N
Price$29.22
Change-$0.40 (-1.35%)
VolumeN/A
Net Assets1.07B
WCM SMID Quality Val Fd Institutional
Price$11.40
Change-$0.17 (-1.47%)
VolumeN/A
Net Assets23.69B
WBVNX vs WCMFX Comparison Chart in %
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WBVNX vs. WCMFX commentary
Oct 08, 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
WCMFX has more cash in the bank: 23.7B vs. WBVNX (1.07B). WBVNX pays higher dividends than WCMFX: WBVNX (0.59) 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 : -2.18 vs. WCMFX (-16.70). WBVNX return over 5 years is better than : 166.85 vs. WCMFX (27.00).
| 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 | -0.169 | -3.422 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 23.7B | 5% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | -2.18 | -16.70 | 13% |
| Returns for 3 years | 8.34 | 21.92 | 38% |
| Returns for 5 years | 166.85 | 27.00 | 618% |
| Returns for 10 years | 71.91 | N/A | - |
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