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BPSIX vs WCMFX
BPSIX vs WCMFX Comparison
Open Charts BPSIX vs WCMFX
Boston Partners Small Cap Value II I
Price$28.34
Change+$0.16 (+0.57%)
VolumeN/A
Net Assets634.97M
WCM SMID Quality Val Fd Institutional
Price$12.05
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets62.37M
BPSIX vs WCMFX Comparison Chart in %
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BPSIX vs. WCMFX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
BPSIX has more cash in the bank: 635M vs. WCMFX (62.4M). 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 : -0.67 vs. WCMFX (-14.23). BPSIX return over 5 years is better than : 35.13 vs. WCMFX (31.61).
| 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 | 8.426 | 0.083 | 10,094% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 62.4M | 1,018% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | -0.67 | -14.23 | 5% |
| Returns for 3 years | 1.53 | 15.73 | 10% |
| Returns for 5 years | 35.13 | 31.61 | 111% |
| Returns for 10 years | 36.71 | N/A | - |
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