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BPSIX vs WCMFX
BPSIX vs WCMFX Comparison
Open Charts BPSIX vs WCMFX
Boston Partners Small Cap Value II I
Price$27.47
Change-$0.37 (-1.33%)
VolumeN/A
Net Assets658.9M
WCM SMID Quality Val Fd Institutional
Price$11.40
Change-$0.17 (-1.47%)
VolumeN/A
Net Assets23.69B
BPSIX vs WCMFX Comparison Chart in %
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BPSIX vs. WCMFX commentary
Oct 08, 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 BPSIX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 23.7B vs. BPSIX (659M). BPSIX pays higher dividends than WCMFX: BPSIX (0.71) vs WCMFX (0.00). BPSIX was incepted earlier than WCMFX: BPSIX (27 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than BPSIX (1.05). BPSIX is a more actively managed with annual turnover of: 55.00 vs. WCMFX (15.00). BPSIX (100000) and WCMFX (100000) have matching initial minimum investment requirements. BPSIX annual gain was more profitable for investors over the last year : -1.42 vs. WCMFX (-16.70). BPSIX return over 5 years is better than : 31.35 vs. WCMFX (27.00).
| BPSIX | WCMFX | BPSIX / WCMFX | |
| Total Expense Ratio | 1.01 | 0.90 | 112% |
| Annual Report Gross Expense Ratio | 1.05 | 1.45 | 72% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | 7.118 | -3.422 | -208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 23.7B | 3% |
| Annual Yield % from dividends | 0.71 | 0.00 | - |
| Returns for 1 year | -1.42 | -16.70 | 9% |
| Returns for 3 years | 10.32 | 21.92 | 47% |
| Returns for 5 years | 31.35 | 27.00 | 116% |
| Returns for 10 years | 33.35 | N/A | - |
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