Interact to see
Advertisement
Advertisement
BPSIX vs WCMFX
BPSIX vs WCMFX Comparison
Open Charts BPSIX vs WCMFX
Boston Partners Small Cap Value II I
Price$26.53
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets596.75M
WCM SMID Quality Val Fd Institutional
Price$11.50
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.2M
BPSIX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BPSIX vs. WCMFX commentary
Aug 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BPSIX has more cash in the bank: 597M vs. WCMFX (60.2M). BPSIX pays higher dividends than WCMFX: BPSIX (0.76) 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 : -0.31 vs. WCMFX (-13.62). BPSIX return over 5 years is better than : 29.47 vs. WCMFX (26.40).
| 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 | 2.232 | -3.673 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 60.2M | 992% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | -0.31 | -13.62 | 2% |
| Returns for 3 years | -3.96 | 8.26 | -48% |
| Returns for 5 years | 29.47 | 26.40 | 112% |
| Returns for 10 years | 24.95 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement