WBVRX
Price
$29.82
Change
-$0.36 (-1.19%)
Updated
Sep 12 closing price
Net Assets
1.1B
WCMFX
Price
$11.78
Change
-$0.19 (-1.59%)
Updated
Sep 12 closing price
Net Assets
60.59M
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WBVRX vs WCMFX

Header iconWBVRX vs WCMFX Comparison
Open Charts WBVRX vs WCMFXBanner chart's image
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.

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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).
WBVRXWCMFXWBVRX / WCMFX
Total Expense Ratio0.790.9088%
Annual Report Gross Expense Ratio0.791.4554%
Fund Existence4 years6 years-
Gain YTD1.959-0.083-2,348%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.1B60.6M1,818%
Annual Yield % from dividends0.980.00-
Returns for 1 year2.34-11.92-20%
Returns for 3 years4.8319.3425%
Returns for 5 years176.3739.84443%
Returns for 10 yearsN/AN/A-
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