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WBVRX vs WCMFX
WBVRX vs WCMFX Comparison
Open Charts WBVRX vs WCMFX
William Blair Small Cap Value R6
Price$30.18
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets926.82M
WCM SMID Quality Val Fd Institutional
Price$3.55
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets2.61M
WBVRX vs WCMFX Comparison Chart in %
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WBVRX vs. WCMFX 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 WBVRX is a StrongBuy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
WBVRX has more cash in the bank: 927M vs. WCMFX (2.61M). WBVRX pays higher dividends than WCMFX: WBVRX (0.97) 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 : -8.56 vs. WCMFX (-76.13). WBVRX return over 5 years is better than : 134.50 vs. WCMFX (-64.64).
| 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 | 2.196 | -70.451 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 927M | 2.61M | 35,490% |
| Annual Yield % from dividends | 0.97 | 0.00 | - |
| Returns for 1 year | -8.56 | -76.13 | 11% |
| Returns for 3 years | -2.88 | -66.82 | 4% |
| Returns for 5 years | 134.50 | -64.64 | -208% |
| Returns for 10 years | N/A | N/A | - |