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WBVRX vs WCMFX
WBVRX vs WCMFX Comparison
Open Charts WBVRX vs WCMFX
William Blair Small Cap Value R6
Price$29.23
Change-$0.40 (-1.35%)
VolumeN/A
Net Assets1.07B
WCM SMID Quality Val Fd Institutional
Price$11.40
Change-$0.17 (-1.47%)
VolumeN/A
Net Assets23.69B
WBVRX vs WCMFX Comparison Chart in %
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WBVRX vs. WCMFX commentary
Oct 08, 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
WCMFX has more cash in the bank: 23.7B vs. WBVRX (1.07B). WBVRX pays higher dividends than WCMFX: WBVRX (0.99) 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 : -1.86 vs. WCMFX (-16.70). WBVRX return over 5 years is better than : 156.09 vs. WCMFX (27.00).
| 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 | 0.101 | -3.422 | -3% |
| 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 | 23.7B | 5% |
| Annual Yield % from dividends | 0.99 | 0.00 | - |
| Returns for 1 year | -1.86 | -16.70 | 11% |
| Returns for 3 years | 9.39 | 21.92 | 43% |
| Returns for 5 years | 156.09 | 27.00 | 578% |
| Returns for 10 years | N/A | N/A | - |
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