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WBVNX vs WCMJX
WBVNX vs WCMJX Comparison
Open Charts WBVNX vs WCMJX
William Blair Small Cap Value N
Price$28.74
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets990.53M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
WBVNX vs WCMJX Comparison Chart in %
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WBVNX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
WBVNX has more cash in the bank: 991M vs. WCMJX (21.8M). WBVNX pays higher dividends than WCMJX: WBVNX (0.59) vs WCMJX (0.00). WBVNX was incepted earlier than WCMJX: WBVNX (4 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than WBVNX (1.15). WBVNX is a more actively managed with annual turnover of: 35.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than WBVNX: WCMJX (1000) vs WBVNX (2500). WBVNX annual gain was more profitable for investors over the last year : -8.66 vs. WCMJX (-21.05). WBVNX return over 5 years is better than : 158.92 vs. WCMJX (21.44).
| WBVNX | WCMJX | WBVNX / WCMJX | |
| Total Expense Ratio | 1.15 | 1.15 | 100% |
| Annual Report Gross Expense Ratio | 1.15 | 1.70 | 68% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | -3.134 | -5.772 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -21.05 | 41% |
| Returns for 3 years | 1.05 | 15.26 | 7% |
| Returns for 5 years | 158.92 | 21.44 | 741% |
| Returns for 10 years | 65.74 | N/A | - |
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