Ad is loading...
WBVNX vs WCMFX
WBVNX vs WCMFX Comparison
Open Charts WBVNX vs WCMFX
William Blair Small Cap Value N
Price$30.65
Change-$1.27 (-3.98%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$12.10
Change-$0.41 (-3.28%)
VolumeN/A
CapitalizationN/A
WBVNX vs WCMFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
WBVNX vs. WCMFX commentary
Dec 19, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBVNX has more cash in the bank: 1.43B vs. WCMFX (69M). 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). WBVNX annual gain was more profitable for investors over the last year : 9.32 vs. WCMFX (3.56). WBVNX return over 5 years is better than : 82.40 vs. WCMFX (19.14).
| 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 | 7.186 | 2.289 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 69M | 2,067% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 9.32 | 3.56 | 262% |
| Returns for 3 years | 0.08 | 11.50 | 1% |
| Returns for 5 years | 82.40 | 19.14 | 430% |
| Returns for 10 years | 81.98 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MDEFX | 20.45 | -0.02 | -0.10% |
| BlackRock EuroFund Inv A | |||
| CNWIX | 19.70 | -0.02 | -0.10% |
| Calamos Evolving World Growth I | |||
| GTILX | 27.91 | -0.09 | -0.32% |
| Glenmede Quant US Large Cap Gr Eq Instl | |||
| PRPHX | 59.06 | -0.28 | -0.47% |
| Permanent Portfolio Permanent C | |||
| CWGCX | 64.64 | -4.32 | -6.27% |
| American Funds Capital World Gr&Inc C | |||