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BPSIX vs WCMFX
BPSIX vs WCMFX Comparison
Open Charts BPSIX vs WCMFX
Boston Partners Small Cap Value II I
Price$26.02
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets617.93M
WCM SMID Quality Val Fd Institutional
Price$3.36
Change-$0.01 (-0.30%)
VolumeN/A
Net Assets5.92M
BPSIX vs WCMFX Comparison Chart in %
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BPSIX vs. WCMFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
BPSIX has more cash in the bank: 618M vs. WCMFX (5.92M). BPSIX pays higher dividends than WCMFX: BPSIX (0.74) 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 : -13.07 vs. WCMFX (-76.28). BPSIX return over 5 years is better than : 10.94 vs. WCMFX (-65.29).
| 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 | 0.038 | -71.870 | -0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 618M | 5.92M | 10,432% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | -13.07 | -76.28 | 17% |
| Returns for 3 years | -5.62 | -67.31 | 8% |
| Returns for 5 years | 10.94 | -65.29 | -17% |
| Returns for 10 years | 24.60 | N/A | - |
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