Ad is loading...
WBVNX vs WCMJX
WBVNX vs WCMJX Comparison
Open Charts WBVNX vs WCMJX
William Blair Small Cap Value N
Price$29.74
Change-$0.50 (-1.65%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$13.19
Change-$0.20 (-1.49%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
WBVNX vs WCMJX Comparison Chart
Loading...
WBVNX vs. WCMJX commentary
Sep 07, 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 Sell and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBVNX has more cash in the bank: 1.28B vs. WCMJX (72.6M). 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). WCMJX annual gain was more profitable for investors over the last year : 16.33 vs. WBVNX (6.72).
| 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 | 1.545 | 10.844 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 72.6M | 1,758% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 6.72 | 16.33 | 41% |
| Returns for 3 years | -8.76 | 13.00 | -67% |
| Returns for 5 years | 78.83 | N/A | - |
| Returns for 10 years | 69.98 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RTIUX | 11.97 | 0.04 | +0.34% |
| Russell Inv Tax-Managed Intl Eq M | |||
| JERNX | 12.56 | 0.04 | +0.32% |
| Janus Henderson Global Real Estate N | |||
| MSIQX | 14.63 | -0.04 | -0.27% |
| Morgan Stanley Inst International Eq I | |||
| FFAFX | 72.89 | -0.20 | -0.27% |
| American Funds Growth Fund of Amer 529F3 | |||
| TCBAX | 9.11 | -0.04 | -0.44% |
| Covered Bridge A | |||