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WBVNX vs WCMFX
WBVNX vs WCMFX Comparison
Open Charts WBVNX vs WCMFX
William Blair Small Cap Value N
Price$28.47
Change+$0.14 (+0.49%)
VolumeN/A
Net Assets873.72M
WCM SMID Quality Val Fd Institutional
Price$3.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.92M
WBVNX vs WCMFX Comparison Chart in %
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WBVNX vs. WCMFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
WBVNX has more cash in the bank: 874M vs. WCMFX (5.92M). WBVNX pays higher dividends than WCMFX: WBVNX (0.60) 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 : -10.34 vs. WCMFX (-76.30). WBVNX return over 5 years is better than : 132.22 vs. WCMFX (-65.40).
| 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 | -4.044 | -71.870 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 874M | 5.92M | 14,754% |
| Annual Yield % from dividends | 0.60 | 0.00 | - |
| Returns for 1 year | -10.34 | -76.30 | 14% |
| Returns for 3 years | -7.52 | -67.31 | 11% |
| Returns for 5 years | 132.22 | -65.40 | -202% |
| Returns for 10 years | 62.87 | N/A | - |
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