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Analysis and predictions WBVRX vs WCMFX
WBVRX vs WCMFX Comparison
Open Charts WBVRX vs WCMFX
William Blair Small Cap Value R6
Price$28.46
Change+$0.81 (+2.93%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$11.54
Change+$0.24 (+2.12%)
VolumeN/A
CapitalizationN/A
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WBVRX vs WCMFX Comparison Chart
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FUNDAMENTALS
Fundamentals
WBVRX has more cash in the bank: 1.24B vs. WCMFX (134M). WBVRX pays higher dividends than WCMFX: WBVRX (0.77) vs WCMFX (0.00). WBVRX was incepted earlier than WCMFX: WBVRX (2 years) vs WCMFX (4 years). WCMFX (1.26) is less costly to investors than WBVRX (0.81). WCMFX is a more actively managed with annual turnover of: 53.00 vs. WBVRX (25.00). WCMFX has a lower initial minimum investment than WBVRX: WCMFX (100000) vs WBVRX (1000000). WCMFX annual gain was more profitable for investors over the last year : 8.66 vs. WBVRX (-10.06).
| WBVRX | WCMFX | WBVRX / WCMFX | |
| Total Expense Ratio | 0.81 | 0.85 | 95% |
| Annual Report Gross Expense Ratio | 0.81 | 1.26 | 64% |
| Fund Existence | 2 years | 4 years | - |
| Gain YTD | 2.707 | 16.097 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 134M | 925% |
| Annual Yield % from dividends | 0.77 | 0.00 | - |
| Returns for 1 year | -10.06 | 8.66 | -116% |
| Returns for 3 years | 122.00 | 16.45 | 742% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |