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WBVNX vs WCMJX
WBVNX vs WCMJX Comparison
Open Charts WBVNX vs WCMJX
William Blair Small Cap Value N
Price$29.81
Change-$0.37 (-1.23%)
VolumeN/A
Net Assets1.1B
WCM SMID Quality Val Fd Investor
Price$11.56
Change-$0.19 (-1.62%)
VolumeN/A
Net Assets60.59M
WBVNX vs WCMJX Comparison Chart in %
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WBVNX vs. WCMJX commentary
Sep 13, 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: 1.1B vs. WCMJX (60.6M). WBVNX pays higher dividends than WCMJX: WBVNX (0.58) vs WCMJX (0.00). WBVNX was incepted earlier than WCMJX: WBVNX (4 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than WBVNX (1.15). WBVNX is a more actively managed with annual turnover of: 35.00 vs. WCMJX (15.00). 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 : 2.01 vs. WCMJX (-12.38). WBVNX return over 5 years is better than : 187.98 vs. WCMJX (37.75).
| WBVNX | WCMJX | WBVNX / WCMJX | |
| Total Expense Ratio | 1.15 | 1.15 | 100% |
| Annual Report Gross Expense Ratio | 1.15 | 1.70 | 68% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 1.719 | -0.255 | -675% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 60.6M | 1,818% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 2.01 | -12.38 | -16% |
| Returns for 3 years | 3.81 | 18.21 | 21% |
| Returns for 5 years | 187.98 | 37.75 | 498% |
| Returns for 10 years | 78.69 | N/A | - |
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