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DFSTX vs WBCIX
DFSTX vs WBCIX Comparison
Open Charts DFSTX vs WBCIX
William Blair Small-Mid Cap Core I
Price$17.17
Change+$0.11 (+0.64%)
VolumeN/A
Net Assets127.34M
DFSTX vs WBCIX Comparison Chart in %
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DFSTX vs. WBCIX commentary
Feb 04, 2026
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 DFSTX is a Hold and WBCIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. WBCIX (127M). DFSTX pays higher dividends than WBCIX: DFSTX (1.02) vs WBCIX (0.00). DFSTX was incepted earlier than WBCIX: DFSTX (34 years) vs WBCIX (6 years). WBCIX (1.15) is less costly to investors than DFSTX (0.28). WBCIX is a more actively managed with annual turnover of: 59.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than WBCIX: DFSTX (0) vs WBCIX (500000). DFSTX annual gain was more profitable for investors over the last year : 13.21 vs. WBCIX (-1.04). DFSTX return over 5 years is better than : 38.07 vs. WBCIX (25.56).
| DFSTX | WBCIX | DFSTX / WBCIX | |
| Total Expense Ratio | 0.27 | 0.95 | 28% |
| Annual Report Gross Expense Ratio | 0.28 | 1.15 | 24% |
| Fund Existence | 34 years | 6 years | - |
| Gain YTD | 6.752 | 3.309 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 127M | 14,252% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | 13.21 | -1.04 | -1,274% |
| Returns for 3 years | 33.64 | 13.25 | 254% |
| Returns for 5 years | 38.07 | 25.56 | 149% |
| Returns for 10 years | 131.31 | N/A | - |
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