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WBVNX vs WCMJX
WBVNX vs WCMJX Comparison
Open Charts WBVNX vs WCMJX
William Blair Small Cap Value N
Price$30.15
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets926.82M
WCM SMID Quality Val Fd Investor
Price$3.35
Change+$0.01 (+0.30%)
VolumeN/A
Net Assets2.61M
WBVNX vs WCMJX Comparison Chart in %
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WBVNX vs. WCMJX commentary
Dec 04, 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 StrongBuy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
WBVNX has more cash in the bank: 927M vs. WCMJX (2.61M). WBVNX pays higher dividends than WCMJX: WBVNX (0.58) 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 : -8.88 vs. WCMJX (-77.15). WBVNX return over 5 years is better than : 144.10 vs. WCMJX (-66.50).
| 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 | 1.854 | -71.647 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 927M | 2.61M | 35,490% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | -8.88 | -77.15 | 12% |
| Returns for 3 years | -3.83 | -68.40 | 6% |
| Returns for 5 years | 144.10 | -66.50 | -217% |
| Returns for 10 years | 73.48 | N/A | - |
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