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BPSIX vs WCMJX
BPSIX vs WCMJX Comparison
Open Charts BPSIX vs WCMJX
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 Investor
Price$3.17
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets5.92M
BPSIX vs WCMJX Comparison Chart in %
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BPSIX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
BPSIX has more cash in the bank: 618M vs. WCMJX (5.92M). BPSIX pays higher dividends than WCMJX: BPSIX (0.74) 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 : -13.07 vs. WCMJX (-77.30). BPSIX return over 5 years is better than : 10.94 vs. WCMJX (-67.15).
| 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 | 0.038 | -73.005 | -0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -77.30 | 17% |
| Returns for 3 years | -5.62 | -68.88 | 8% |
| Returns for 5 years | 10.94 | -67.15 | -16% |
| Returns for 10 years | 24.60 | N/A | - |
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