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WBVRX vs WCMJX
WBVRX vs WCMJX Comparison
Open Charts WBVRX vs WCMJX
William Blair Small Cap Value R6
Price$29.06
Change-$0.48 (-1.62%)
VolumeN/A
Net Assets910.64M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
WBVRX vs WCMJX Comparison Chart in %
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WBVRX vs. WCMJX commentary
Nov 14, 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
WBVRX has more cash in the bank: 911M vs. WCMJX (7.41M). WBVRX pays higher dividends than WCMJX: WBVRX (1.00) vs WCMJX (0.00). WBVRX was incepted earlier than WCMJX: WBVRX (4 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than WBVRX (0.79). WBVRX is a more actively managed with annual turnover of: 35.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than WBVRX: WCMJX (1000) vs WBVRX (1000000). WBVRX annual gain was more profitable for investors over the last year : -9.02 vs. WCMJX (-25.22). WBVRX return over 5 years is better than : 135.00 vs. WCMJX (13.30).
| WBVRX | WCMJX | WBVRX / WCMJX | |
| Total Expense Ratio | 0.79 | 1.15 | 69% |
| Annual Report Gross Expense Ratio | 0.79 | 1.70 | 46% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | -0.203 | -8.149 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 911M | 7.41M | 12,302% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | -9.02 | -25.22 | 36% |
| Returns for 3 years | -4.11 | 4.14 | -99% |
| Returns for 5 years | 135.00 | 13.30 | 1,015% |
| Returns for 10 years | N/A | N/A | - |
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