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BPSCX vs WCMJX
BPSCX vs WCMJX Comparison
Open Charts BPSCX vs WCMJX
Boston Partners Small Cap Value II I
Price$26.36
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets652.71M
WCM SMID Quality Val Fd Investor
Price$11.62
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets61.78M
BPSCX vs WCMJX Comparison Chart in %
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BPSCX vs. WCMJX commentary
Sep 07, 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 Buy and WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
BPSCX has more cash in the bank: 653M vs. WCMJX (61.8M). 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 : 1.12 vs. WCMJX (-12.55). BPSCX (34.01) and WCMJX (32.62) 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 | 8.746 | -0.594 | -1,472% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 653M | 61.8M | 1,057% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 1.12 | -12.55 | -9% |
| Returns for 3 years | 4.43 | 19.49 | 23% |
| Returns for 5 years | 34.01 | 32.62 | 104% |
| Returns for 10 years | 30.84 | N/A | - |
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