Ad is loading...
Compare trend and price WBVRX vs WCMJX
WBVRX vs WCMJX Comparison
Open Charts WBVRX vs WCMJX
William Blair Small Cap Value R6
Price$28.46
Change+$0.81 (+2.93%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.40
Change+$0.23 (+2.06%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
WBVRX vs WCMJX Comparison Chart
Loading...
FUNDAMENTALS
Fundamentals
WBVRX has more cash in the bank: 1.21B vs. WCMJX (131M). WBVRX pays higher dividends than WCMJX: WBVRX (0.81) vs WCMJX (0.00). WBVRX was incepted earlier than WCMJX: WBVRX (2 years) vs WCMJX (4 years). WCMJX (1.51) is less costly to investors than WBVRX (0.81). WCMJX is a more actively managed with annual turnover of: 53.00 vs. WBVRX (25.00). WCMJX has a lower initial minimum investment than WBVRX: WCMJX (1000) vs WBVRX (1000000). WCMJX annual gain was more profitable for investors over the last year : 8.37 vs. WBVRX (-10.06).
| WBVRX | WCMJX | WBVRX / WCMJX | |
| Total Expense Ratio | 0.81 | 1.10 | 74% |
| Annual Report Gross Expense Ratio | 0.81 | 1.51 | 54% |
| Fund Existence | 2 years | 4 years | - |
| Gain YTD | 2.707 | 15.854 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 131M | 920% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | -10.06 | 8.37 | -120% |
| Returns for 3 years | 122.00 | 15.38 | 793% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...