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WBVNX vs WCMJX
WBVNX vs WCMJX Comparison
Open Charts WBVNX vs WCMJX
William Blair Small Cap Value N
Price$26.83
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets1.09B
WCM SMID Quality Val Fd Investor
Price$10.95
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.6M
WBVNX vs WCMJX Comparison Chart
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WBVNX vs. WCMJX commentary
May 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: 1.09B vs. WCMJX (61.6M). WBVNX pays higher dividends than WCMJX: WBVNX (0.67) 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 : -9.66 vs. WCMJX (-16.91). WBVNX return over 5 years is better than : 168.36 vs. WCMJX (38.91).
| 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 | -9.370 | -6.961 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 61.6M | 1,769% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | -9.66 | -16.91 | 57% |
| Returns for 3 years | -9.28 | 8.95 | -104% |
| Returns for 5 years | 168.36 | 38.91 | 433% |
| Returns for 10 years | 50.90 | N/A | - |
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