Interact to see
Advertisement
Advertisement
WBVNX vs WCMFX
WBVNX vs WCMFX Comparison
Open Charts WBVNX vs WCMFX
William Blair Small Cap Value N
Price$28.74
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets990.53M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
WBVNX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
WBVNX vs. WCMFX commentary
Oct 19, 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 WBVNX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
WBVNX has more cash in the bank: 991M vs. WCMFX (21.8M). WBVNX pays higher dividends than WCMFX: WBVNX (0.59) vs WCMFX (0.00). WBVNX was incepted earlier than WCMFX: WBVNX (4 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than WBVNX (1.15). WBVNX is a more actively managed with annual turnover of: 35.00 vs. WCMFX (15.00). WBVNX has a lower initial minimum investment than WCMFX: WBVNX (2500) vs WCMFX (100000). WBVNX annual gain was more profitable for investors over the last year : -8.66 vs. WCMFX (-20.62). WBVNX return over 5 years is better than : 158.92 vs. WCMFX (23.45).
| WBVNX | WCMFX | WBVNX / WCMFX | |
| Total Expense Ratio | 1.15 | 0.90 | 128% |
| Annual Report Gross Expense Ratio | 1.15 | 1.45 | 79% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | -3.134 | -5.509 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 991M | 21.8M | 4,546% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | -8.66 | -20.62 | 42% |
| Returns for 3 years | 1.05 | 16.46 | 6% |
| Returns for 5 years | 158.92 | 23.45 | 678% |
| Returns for 10 years | 65.74 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement