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WBVNX vs WCMJX
WBVNX vs WCMJX Comparison
Open Charts WBVNX vs WCMJX
William Blair Small Cap Value N
Price$29.09
Change-$0.62 (-2.09%)
VolumeN/A
Net Assets1.3B
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
WBVNX vs WCMJX Comparison Chart
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WBVNX vs. WCMJX commentary
Feb 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBVNX has more cash in the bank: 1.3B vs. WCMJX (66.5M). 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 : -0.27 vs. WCMJX (-6.43). WBVNX return over 5 years is better than : 70.12 vs. WCMJX (9.18).
| 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 | -1.955 | -1.104 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 66.5M | 1,949% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | -0.27 | -6.43 | 4% |
| Returns for 3 years | -6.16 | 8.68 | -71% |
| Returns for 5 years | 70.12 | 9.18 | 763% |
| Returns for 10 years | 63.15 | N/A | - |
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