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BPSCX vs WCMJX
BPSCX vs WCMJX Comparison
Open Charts BPSCX vs WCMJX
Boston Partners Small Cap Value II I
Price$26.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets660.95M
WCM SMID Quality Val Fd Investor
Price$11.42
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets51.02M
BPSCX vs WCMJX Comparison Chart in %
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BPSCX vs. WCMJX commentary
Oct 06, 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 BPSCX is a Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BPSCX has more cash in the bank: 661M vs. WCMJX (51M). BPSCX pays higher dividends than WCMJX: BPSCX (0.53) vs WCMJX (0.00). BPSCX was incepted earlier than WCMJX: BPSCX (27 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than BPSCX (1.30). BPSCX is a more actively managed with annual turnover of: 55.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than BPSCX: WCMJX (1000) vs BPSCX (2500). BPSCX annual gain was more profitable for investors over the last year : -1.31 vs. WCMJX (-16.52). BPSCX (33.56) and WCMJX (32.95) have equivalent 5 years return.
| BPSCX | WCMJX | BPSCX / WCMJX | |
| Total Expense Ratio | 1.26 | 1.15 | 110% |
| Annual Report Gross Expense Ratio | 1.30 | 1.70 | 76% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | 7.508 | -3.056 | -246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 661M | 51M | 1,296% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -1.31 | -16.52 | 8% |
| Returns for 3 years | 4.93 | 17.13 | 29% |
| Returns for 5 years | 33.56 | 32.95 | 102% |
| Returns for 10 years | 30.91 | N/A | - |