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WBVRX vs WCMFX
WBVRX vs WCMFX Comparison
Open Charts WBVRX vs WCMFX
William Blair Small Cap Value R6
Price$28.17
Change-$0.87 (-3.00%)
VolumeN/A
Net Assets987.97M
WCM SMID Quality Val Fd Institutional
Price$11.04
Change-$0.32 (-2.82%)
VolumeN/A
Net Assets21.31M
WBVRX vs WCMFX Comparison Chart in %
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WBVRX vs. WCMFX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
WBVRX has more cash in the bank: 988M vs. WCMFX (21.3M). 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 : -3.43 vs. WCMFX (-18.33). WBVRX return over 5 years is better than : 150.34 vs. WCMFX (24.70).
| 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 | -1.892 | -5.175 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 21.3M | 4,638% |
| Annual Yield % from dividends | 0.99 | 0.00 | - |
| Returns for 1 year | -3.43 | -18.33 | 19% |
| Returns for 3 years | 7.06 | 19.70 | 36% |
| Returns for 5 years | 150.34 | 24.70 | 609% |
| Returns for 10 years | N/A | N/A | - |
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