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WBVRX vs WCMJX
WBVRX vs WCMJX Comparison
Open Charts WBVRX vs WCMJX
William Blair Small Cap Value R6
Price$28.16
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets1.06B
WCM SMID Quality Val Fd Investor
Price$11.33
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets60.28M
WBVRX vs WCMJX Comparison Chart in %
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WBVRX vs. WCMJX commentary
Aug 06, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBVRX has more cash in the bank: 1.07B vs. WCMJX (60.3M). WBVRX pays higher dividends than WCMJX: WBVRX (1.04) 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 : -3.26 vs. WCMJX (-12.94). WBVRX return over 5 years is better than : 149.69 vs. WCMJX (25.56).
| 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 | -5.270 | -4.075 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 60.3M | 1,766% |
| Annual Yield % from dividends | 1.04 | 0.00 | - |
| Returns for 1 year | -3.26 | -12.94 | 25% |
| Returns for 3 years | -6.89 | 6.91 | -100% |
| Returns for 5 years | 149.69 | 25.56 | 586% |
| Returns for 10 years | N/A | N/A | - |
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