Interact to see
Advertisement
Advertisement
WBVRX vs WCMFX
WBVRX vs WCMFX Comparison
Open Charts WBVRX vs WCMFX
William Blair Small Cap Value R6
Price$28.16
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets1.06B
WCM SMID Quality Val Fd Institutional
Price$11.54
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets60.28M
WBVRX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
WBVRX vs. WCMFX commentary
Aug 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 WBVRX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBVRX has more cash in the bank: 1.07B vs. WCMFX (60.3M). WBVRX pays higher dividends than WCMFX: WBVRX (1.04) 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 : -3.26 vs. WCMFX (-12.54). WBVRX return over 5 years is better than : 149.69 vs. WCMFX (27.61).
| 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 | -5.270 | -3.923 | 134% |
| 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 | 60.3M | 1,766% |
| Annual Yield % from dividends | 1.04 | 0.00 | - |
| Returns for 1 year | -3.26 | -12.54 | 26% |
| Returns for 3 years | -6.89 | 7.97 | -86% |
| Returns for 5 years | 149.69 | 27.61 | 542% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement