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WBVRX vs WCMFX
WBVRX vs WCMFX Comparison
Open Charts WBVRX vs WCMFX
William Blair Small Cap Value R6
Price$26.75
Change+$0.46 (+1.75%)
VolumeN/A
Net Assets1.07B
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
WBVRX vs WCMFX Comparison Chart
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WBVRX vs. WCMFX commentary
May 09, 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 WBVRX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBVRX has more cash in the bank: 1.07B vs. WCMFX (60.6M). WBVRX pays higher dividends than WCMFX: WBVRX (1.12) vs WCMFX (0.00). WBVRX was incepted earlier than WCMFX: WBVRX (4 years) vs WCMFX (6 years). WCMFX (1.27) is less costly to investors than WBVRX (0.79). WBVRX is a more actively managed with annual turnover of: 35.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than WBVRX: WCMFX (100000) vs WBVRX (1000000). WBVRX annual gain was more profitable for investors over the last year : -10.74 vs. WCMFX (-17.73). WBVRX return over 5 years is better than : 153.27 vs. WCMFX (38.87).
| WBVRX | WCMFX | WBVRX / WCMFX | |
| Total Expense Ratio | 0.79 | 0.85 | 93% |
| Annual Report Gross Expense Ratio | 0.79 | 1.27 | 62% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | -11.014 | -9.349 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 60.6M | 1,772% |
| Annual Yield % from dividends | 1.12 | 0.00 | - |
| Returns for 1 year | -10.74 | -17.73 | 61% |
| Returns for 3 years | -11.73 | 5.64 | -208% |
| Returns for 5 years | 153.27 | 38.87 | 394% |
| Returns for 10 years | N/A | N/A | - |
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