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BPSIX vs WCMJX
BPSIX vs WCMJX Comparison
Open Charts BPSIX vs WCMJX
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 Investor
Price$11.18
Change-$0.17 (-1.50%)
VolumeN/A
Net Assets23.69B
BPSIX vs WCMJX Comparison Chart in %
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BPSIX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 23.7B vs. BPSIX (659M). BPSIX pays higher dividends than WCMJX: BPSIX (0.71) vs WCMJX (0.00). BPSIX was incepted earlier than WCMJX: BPSIX (27 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than BPSIX (1.05). BPSIX is a more actively managed with annual turnover of: 55.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than BPSIX: WCMJX (1000) vs BPSIX (100000). BPSIX annual gain was more profitable for investors over the last year : -1.42 vs. WCMJX (-17.15). BPSIX return over 5 years is better than : 31.35 vs. WCMJX (25.00).
| BPSIX | WCMJX | BPSIX / WCMJX | |
| Total Expense Ratio | 1.01 | 1.15 | 88% |
| Annual Report Gross Expense Ratio | 1.05 | 1.70 | 62% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | 7.118 | -3.650 | -195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -17.15 | 8% |
| Returns for 3 years | 10.32 | 20.74 | 50% |
| Returns for 5 years | 31.35 | 25.00 | 125% |
| Returns for 10 years | 33.35 | N/A | - |
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