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WBVNX vs WCMJX
WBVNX vs WCMJX Comparison
Open Charts WBVNX vs WCMJX
William Blair Small Cap Value N
Price$32.02
Change-$0.26 (-0.81%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$13.96
Change-$0.16 (-1.13%)
VolumeN/A
CapitalizationN/A
WBVNX vs WCMJX Comparison Chart
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WBVNX vs. WCMJX commentary
Nov 18, 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBVNX has more cash in the bank: 1.33B vs. WCMJX (76.5M). WBVNX pays higher dividends than WCMJX: WBVNX (0.57) vs WCMJX (0.00). WBVNX was incepted earlier than WCMJX: WBVNX (3 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). WCMJX annual gain was more profitable for investors over the last year : 27.61 vs. WBVNX (17.41). WBVNX return over 5 years is better than : 80.70 vs. WCMJX (36.06).
| WBVNX | WCMJX | WBVNX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 5 years | - |
| Gain YTD | 7.522 | 15.563 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 76.5M | 1,733% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 17.41 | 27.61 | 63% |
| Returns for 3 years | -9.42 | 9.92 | -95% |
| Returns for 5 years | 80.70 | 36.06 | 224% |
| Returns for 10 years | 77.69 | N/A | - |
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