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WBVRX vs WCMFX
WBVRX vs WCMFX Comparison
Open Charts WBVRX vs WCMFX
William Blair Small Cap Value R6
Price$27.82
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets1.1B
WCM SMID Quality Val Fd Institutional
Price$11.52
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets61.6M
WBVRX vs WCMFX Comparison Chart in %
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WBVRX vs. WCMFX commentary
Jul 01, 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: 1.1B vs. WCMFX (61.6M). WBVRX pays higher dividends than WCMFX: WBVRX (1.08) 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 : -2.48 vs. WCMFX (-12.86). WBVRX return over 5 years is better than : 173.55 vs. WCMFX (44.00).
| 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 | -6.014 | -3.840 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 61.6M | 1,789% |
| Annual Yield % from dividends | 1.08 | 0.00 | - |
| Returns for 1 year | -2.48 | -12.86 | 19% |
| Returns for 3 years | -1.20 | 14.74 | -8% |
| Returns for 5 years | 173.55 | 44.00 | 394% |
| Returns for 10 years | N/A | N/A | - |
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