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WBVRX vs WCMFX
WBVRX vs WCMFX Comparison
Open Charts WBVRX vs WCMFX
William Blair Small Cap Value R6
Price$29.82
Change-$0.36 (-1.19%)
VolumeN/A
Net Assets1.1B
WCM SMID Quality Val Fd Institutional
Price$11.78
Change-$0.19 (-1.59%)
VolumeN/A
Net Assets60.59M
WBVRX vs WCMFX Comparison Chart in %
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WBVRX vs. WCMFX commentary
Sep 13, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBVRX has more cash in the bank: 1.1B vs. WCMFX (60.6M). WBVRX pays higher dividends than WCMFX: WBVRX (0.98) vs WCMFX (0.00). WBVRX was incepted earlier than WCMFX: WBVRX (4 years) vs WCMFX (6 years). WCMFX (1.45) 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 : 2.34 vs. WCMFX (-11.92). WBVRX return over 5 years is better than : 176.37 vs. WCMFX (39.84).
| WBVRX | WCMFX | WBVRX / WCMFX | |
| Total Expense Ratio | 0.79 | 0.90 | 88% |
| Annual Report Gross Expense Ratio | 0.79 | 1.45 | 54% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 1.959 | -0.083 | -2,348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 60.6M | 1,818% |
| Annual Yield % from dividends | 0.98 | 0.00 | - |
| Returns for 1 year | 2.34 | -11.92 | -20% |
| Returns for 3 years | 4.83 | 19.34 | 25% |
| Returns for 5 years | 176.37 | 39.84 | 443% |
| Returns for 10 years | N/A | N/A | - |
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