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WBVNX vs WCMJX
WBVNX vs WCMJX Comparison
Open Charts WBVNX vs WCMJX
William Blair Small Cap Value N
Price$29.22
Change-$0.40 (-1.35%)
VolumeN/A
Net Assets1.07B
WCM SMID Quality Val Fd Investor
Price$11.18
Change-$0.17 (-1.50%)
VolumeN/A
Net Assets23.69B
WBVNX vs WCMJX Comparison Chart in %
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WBVNX vs. WCMJX commentary
Oct 08, 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
WCMJX has more cash in the bank: 23.7B vs. WBVNX (1.07B). WBVNX pays higher dividends than WCMJX: WBVNX (0.59) 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 : -2.18 vs. WCMJX (-17.15). WBVNX return over 5 years is better than : 166.85 vs. WCMJX (25.00).
| 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 | -0.169 | -3.650 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 23.7B | 5% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | -2.18 | -17.15 | 13% |
| Returns for 3 years | 8.34 | 20.74 | 40% |
| Returns for 5 years | 166.85 | 25.00 | 667% |
| Returns for 10 years | 71.91 | N/A | - |
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