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BPSCX vs WCMFX
BPSCX vs WCMFX Comparison
Open Charts BPSCX vs WCMFX
Boston Partners Small Cap Value II I
Price$29.34
Change+$0.51 (+1.77%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.68
Change+$0.16 (+1.10%)
VolumeN/A
CapitalizationN/A
BPSCX vs WCMFX Comparison Chart
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BPSCX vs. WCMFX commentary
Nov 23, 2024
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 BPSCX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BPSCX has more cash in the bank: 595M vs. WCMFX (77.5M). BPSCX pays higher dividends than WCMFX: BPSCX (0.62) vs WCMFX (0.00). BPSCX was incepted earlier than WCMFX: BPSCX (26 years) vs WCMFX (5 years). BPSCX is a more actively managed with annual turnover of: 65.00 vs. WCMFX (22.00). BPSCX has a lower initial minimum investment than WCMFX: BPSCX (2500) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 29.30 vs. BPSCX (15.18). WCMFX return over 5 years is better than : 42.07 vs. BPSCX (21.34).
| BPSCX | WCMFX | BPSCX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 5 years | - |
| Gain YTD | 18.011 | 18.724 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 595M | 77.5M | 768% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | 15.18 | 29.30 | 52% |
| Returns for 3 years | -7.89 | 15.70 | -50% |
| Returns for 5 years | 21.34 | 42.07 | 51% |
| Returns for 10 years | 37.38 | N/A | - |
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