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WBVNX vs WCMJX
WBVNX vs WCMJX Comparison
Open Charts WBVNX vs WCMJX
William Blair Small Cap Value N
Price$25.74
Change+$1.93 (+8.11%)
VolumeN/A
Net Assets1.02B
WCM SMID Quality Val Fd Investor
Price$10.54
Change+$0.77 (+7.88%)
VolumeN/A
Net Assets55.89M
WBVNX vs WCMJX Comparison Chart
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WBVNX vs. WCMJX commentary
Apr 11, 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 Buy and WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
WBVNX has more cash in the bank: 1.02B vs. WCMJX (55.9M). WBVNX pays higher dividends than WCMJX: WBVNX (0.64) vs WCMJX (0.00). WBVNX was incepted earlier than WCMJX: WBVNX (4 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than WBVNX (1.11). WBVNX is a more actively managed with annual turnover of: 35.00 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 : -21.45 vs. WCMJX (-26.54). WBVNX return over 5 years is better than : 140.51 vs. WCMJX (31.85).
| WBVNX | WCMJX | WBVNX / WCMJX | |
| Total Expense Ratio | 1.11 | 1.10 | 101% |
| Annual Report Gross Expense Ratio | 1.11 | 1.52 | 73% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | -19.751 | -17.063 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 55.9M | 1,832% |
| Annual Yield % from dividends | 0.64 | 0.00 | - |
| Returns for 1 year | -21.45 | -26.54 | 81% |
| Returns for 3 years | -22.58 | -7.66 | 295% |
| Returns for 5 years | 140.51 | 31.85 | 441% |
| Returns for 10 years | 31.40 | N/A | - |
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