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WBVRX vs WCMJX
WBVRX vs WCMJX Comparison
Open Charts WBVRX vs WCMJX
William Blair Small Cap Value R6
Price$29.82
Change-$0.36 (-1.19%)
VolumeN/A
Net Assets1.1B
WCM SMID Quality Val Fd Investor
Price$11.56
Change-$0.19 (-1.62%)
VolumeN/A
Net Assets60.59M
WBVRX vs WCMJX Comparison Chart in %
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WBVRX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBVRX has more cash in the bank: 1.1B vs. WCMJX (60.6M). WBVRX pays higher dividends than WCMJX: WBVRX (0.98) vs WCMJX (0.00). WBVRX was incepted earlier than WCMJX: WBVRX (4 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than WBVRX (0.79). WBVRX is a more actively managed with annual turnover of: 35.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than WBVRX: WCMJX (1000) vs WBVRX (1000000). WBVRX annual gain was more profitable for investors over the last year : 2.34 vs. WCMJX (-12.38). WBVRX return over 5 years is better than : 176.37 vs. WCMJX (37.75).
| WBVRX | WCMJX | WBVRX / WCMJX | |
| Total Expense Ratio | 0.79 | 1.15 | 69% |
| Annual Report Gross Expense Ratio | 0.79 | 1.70 | 46% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 1.959 | -0.255 | -769% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 60.6M | 1,818% |
| Annual Yield % from dividends | 0.98 | 0.00 | - |
| Returns for 1 year | 2.34 | -12.38 | -19% |
| Returns for 3 years | 4.83 | 18.21 | 27% |
| Returns for 5 years | 176.37 | 37.75 | 467% |
| Returns for 10 years | N/A | N/A | - |
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