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BPSCX vs WCMJX
BPSCX vs WCMJX Comparison
Open Charts BPSCX vs WCMJX
Boston Partners Small Cap Value II I
Price$29.34
Change+$0.51 (+1.77%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$14.47
Change+$0.15 (+1.05%)
VolumeN/A
CapitalizationN/A
BPSCX vs WCMJX Comparison Chart
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BPSCX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BPSCX has more cash in the bank: 595M vs. WCMJX (77.5M). BPSCX pays higher dividends than WCMJX: BPSCX (0.62) vs WCMJX (0.00). BPSCX was incepted earlier than WCMJX: BPSCX (26 years) vs WCMJX (5 years). BPSCX is a more actively managed with annual turnover of: 65.00 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than BPSCX: WCMJX (1000) vs BPSCX (2500). WCMJX annual gain was more profitable for investors over the last year : 29.01 vs. BPSCX (15.18). WCMJX return over 5 years is better than : 40.25 vs. BPSCX (21.34).
| BPSCX | WCMJX | BPSCX / WCMJX | |
| 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 | 18.543 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | 29.01 | 52% |
| Returns for 3 years | -7.89 | 14.84 | -53% |
| Returns for 5 years | 21.34 | 40.25 | 53% |
| Returns for 10 years | 37.38 | N/A | - |
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