Interact to see
Advertisement
Advertisement
WBVRX vs WCMJX
WBVRX vs WCMJX Comparison
Open Charts WBVRX vs WCMJX
William Blair Small Cap Value R6
Price$30.30
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets936.02M
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.61M
WBVRX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
WBVRX vs. WCMJX commentary
Dec 27, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WBVRX has more cash in the bank: 936M vs. WCMJX (1.61M). WBVRX pays higher dividends than WCMJX: WBVRX (0.97) 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 : 1.17 vs. WCMJX (-71.61). WBVRX return over 5 years is better than : 123.95 vs. WCMJX (-67.27).
| 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 | 2.365 | -71.053 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 936M | 1.61M | 58,029% |
| Annual Yield % from dividends | 0.97 | 0.00 | - |
| Returns for 1 year | 1.17 | -71.61 | -2% |
| Returns for 3 years | 11.31 | -65.27 | -17% |
| Returns for 5 years | 123.95 | -67.27 | -184% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement