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WBVNX vs WCMJX
WBVNX vs WCMJX Comparison
Open Charts WBVNX vs WCMJX
William Blair Small Cap Value N
Price$30.65
Change-$1.27 (-3.98%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.90
Change-$0.40 (-3.25%)
VolumeN/A
CapitalizationN/A
WBVNX vs WCMJX Comparison Chart
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WBVNX vs. WCMJX commentary
Dec 19, 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 Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBVNX has more cash in the bank: 1.43B vs. WCMJX (69M). 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). WBVNX annual gain was more profitable for investors over the last year : 9.32 vs. WCMJX (3.02). WBVNX return over 5 years is better than : 82.40 vs. WCMJX (17.14).
| 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 | 7.186 | 1.821 | 395% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 69M | 2,067% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 9.32 | 3.02 | 309% |
| Returns for 3 years | 0.08 | 10.41 | 1% |
| Returns for 5 years | 82.40 | 17.14 | 481% |
| Returns for 10 years | 81.98 | N/A | - |
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