Interact to see
Advertisement
Advertisement
BPSIX vs WCMJX
BPSIX vs WCMJX Comparison
Open Charts BPSIX vs WCMJX
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 Investor
Price$11.29
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets60.2M
BPSIX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BPSIX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BPSIX has more cash in the bank: 597M vs. WCMJX (60.2M). BPSIX pays higher dividends than WCMJX: BPSIX (0.76) 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 : -0.31 vs. WCMJX (-14.04). BPSIX return over 5 years is better than : 29.47 vs. WCMJX (24.51).
| 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 | 2.232 | -3.820 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -14.04 | 2% |
| Returns for 3 years | -3.96 | 7.19 | -55% |
| Returns for 5 years | 29.47 | 24.51 | 120% |
| Returns for 10 years | 24.95 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement