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WBVNX vs WCMJX
WBVNX vs WCMJX Comparison
Open Charts WBVNX vs WCMJX
William Blair Small Cap Value N
Price$30.31
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets1.37B
WCM SMID Quality Val Fd Investor
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets69.09M
WBVNX vs WCMJX Comparison Chart
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WBVNX vs. WCMJX commentary
Jan 19, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBVNX has more cash in the bank: 1.37B vs. WCMJX (69.1M). WBVNX pays higher dividends than WCMJX: WBVNX (0.57) vs WCMJX (0.00). WBVNX was incepted earlier than WCMJX: WBVNX (4 years) vs WCMJX (5 years). WBVNX is a more actively managed with annual turnover of: 27.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than WBVNX: WCMJX (1000) vs WBVNX (2500). WBVNX annual gain was more profitable for investors over the last year : 7.39 vs. WCMJX (4.97). WBVNX return over 5 years is better than : 71.83 vs. WCMJX (14.58).
| WBVNX | WCMJX | WBVNX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 2.157 | 4.075 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 69.1M | 1,986% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 7.39 | 4.97 | 149% |
| Returns for 3 years | -8.28 | 11.76 | -70% |
| Returns for 5 years | 71.83 | 14.58 | 493% |
| Returns for 10 years | 77.46 | N/A | - |
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