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WBVNX vs WCMJX
WBVNX vs WCMJX Comparison
Open Charts WBVNX vs WCMJX
William Blair Small Cap Value N
Price$28.98
Change+$0.16 (+0.56%)
VolumeN/A
Net Assets1.14B
WCM SMID Quality Val Fd Investor
Price$11.60
Change+$0.06 (+0.52%)
VolumeN/A
Net Assets63.2M
WBVNX vs WCMJX Comparison Chart in %
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WBVNX vs. WCMJX commentary
Jul 06, 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBVNX has more cash in the bank: 1.14B vs. WCMJX (63.2M). WBVNX pays higher dividends than WCMJX: WBVNX (0.63) 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 : 0.66 vs. WCMJX (-10.91). WBVNX return over 5 years is better than : 186.36 vs. WCMJX (38.59).
| 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 | -2.326 | -1.528 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 63.2M | 1,801% |
| Annual Yield % from dividends | 0.63 | 0.00 | - |
| Returns for 1 year | 0.66 | -10.91 | -6% |
| Returns for 3 years | 2.46 | 15.77 | 16% |
| Returns for 5 years | 186.36 | 38.59 | 483% |
| Returns for 10 years | 62.72 | N/A | - |