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MVCAX vs WVMIX
MVCAX vs WVMIX Comparison
Open Charts MVCAX vs WVMIX
William Blair Mid Cap Value I
Price$12.33
Change+$0.75 (+6.48%)
VolumeN/A
Net Assets1.41M
MVCAX vs WVMIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. WVMIX (1.41M). MVCAX (1.20) and WVMIX (1.17) have matching dividends . MVCAX was incepted earlier than WVMIX: MVCAX (24 years) vs WVMIX (4 years). WVMIX (8.77) is less costly to investors than MVCAX (1.00). WVMIX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than WVMIX: MVCAX (1000) vs WVMIX (500000). WVMIX annual gain was more profitable for investors over the last year : 8.03 vs. MVCAX (1.90).
| MVCAX | WVMIX | MVCAX / WVMIX | |
| Total Expense Ratio | 0.99 | 0.75 | 132% |
| Annual Report Gross Expense Ratio | 1.00 | 8.77 | 11% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 4.789 | 3.963 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 1.41M | 1,215,352% |
| Annual Yield % from dividends | 1.20 | 1.17 | 103% |
| Returns for 1 year | 1.90 | 8.03 | 24% |
| Returns for 3 years | 11.13 | 27.62 | 40% |
| Returns for 5 years | 23.95 | N/A | - |
| Returns for 10 years | 99.09 | N/A | - |
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