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WBVNX vs WCMFX
WBVNX vs WCMFX Comparison
Open Charts WBVNX vs WCMFX
William Blair Small Cap Value N
Price$26.83
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets1.09B
WCM SMID Quality Val Fd Institutional
Price$11.15
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.6M
WBVNX vs WCMFX Comparison Chart
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WBVNX vs. WCMFX commentary
May 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: 1.09B vs. WCMFX (61.6M). WBVNX pays higher dividends than WCMFX: WBVNX (0.67) 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 : -9.66 vs. WCMFX (-16.53). WBVNX return over 5 years is better than : 168.36 vs. WCMFX (41.27).
| 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 | -9.370 | -6.845 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 61.6M | 1,769% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | -9.66 | -16.53 | 58% |
| Returns for 3 years | -9.28 | 10.06 | -92% |
| Returns for 5 years | 168.36 | 41.27 | 408% |
| Returns for 10 years | 50.90 | N/A | - |
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