Interact to see
Advertisement
Advertisement
WBVRX vs WCMFX
WBVRX vs WCMFX Comparison
Open Charts WBVRX vs WCMFX
William Blair Small Cap Value R6
Price$28.76
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
WBVRX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
WBVRX 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 WBVRX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
WBVRX has more cash in the bank: 991M vs. WCMFX (21.8M). WBVRX pays higher dividends than WCMFX: WBVRX (0.99) vs WCMFX (0.00). WBVRX was incepted earlier than WCMFX: WBVRX (4 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than WBVRX (0.79). WBVRX is a more actively managed with annual turnover of: 35.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than WBVRX: WCMFX (100000) vs WBVRX (1000000). WBVRX annual gain was more profitable for investors over the last year : -8.35 vs. WCMFX (-20.62). WBVRX return over 5 years is better than : 148.57 vs. WCMFX (23.45).
| WBVRX | WCMFX | WBVRX / WCMFX | |
| Total Expense Ratio | 0.79 | 0.90 | 88% |
| Annual Report Gross Expense Ratio | 0.79 | 1.45 | 54% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | -2.838 | -5.509 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 991M | 21.8M | 4,546% |
| Annual Yield % from dividends | 0.99 | 0.00 | - |
| Returns for 1 year | -8.35 | -20.62 | 40% |
| Returns for 3 years | 2.07 | 16.46 | 13% |
| Returns for 5 years | 148.57 | 23.45 | 634% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement