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WBVNX vs WCMFX
WBVNX vs WCMFX Comparison
Open Charts WBVNX vs WCMFX
William Blair Small Cap Value N
Price$30.37
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets936.02M
WCM SMID Quality Val Fd Institutional
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets1.62M
WBVNX vs WCMFX Comparison Chart in %
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WBVNX vs. WCMFX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WBVNX has more cash in the bank: 936M vs. WCMFX (1.62M). WBVNX pays higher dividends than WCMFX: WBVNX (0.58) 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 : 1.20 vs. WCMFX (-70.35). WBVNX return over 5 years is better than : 133.26 vs. WCMFX (-65.36).
| 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 | 2.359 | -69.783 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 936M | 1.62M | 57,921% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 1.20 | -70.35 | -2% |
| Returns for 3 years | 10.56 | -63.51 | -17% |
| Returns for 5 years | 133.26 | -65.36 | -204% |
| Returns for 10 years | 78.44 | N/A | - |
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