BPSIX
Price
$28.28
Change
-$0.06 (-0.21%)
Updated
Aug 28 closing price
Net Assets
634.97M
WCMJX
Price
$11.83
Change
+$0.06 (+0.51%)
Updated
Aug 27 closing price
Net Assets
62.37M
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BPSIX vs WCMJX

Header iconBPSIX vs WCMJX Comparison
Open Charts BPSIX vs WCMJXBanner chart's image
Boston Partners Small Cap Value II I
Price$28.28
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets634.97M
WCM SMID Quality Val Fd Investor
Price$11.83
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets62.37M
BPSIX vs WCMJX Comparison Chart in %
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BPSIX vs. WCMJX 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 WCMJX is a Buy.

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FUNDAMENTALS
Fundamentals
BPSIX has more cash in the bank: 635M vs. WCMJX (62.4M). 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 : 0.10 vs. WCMJX (-14.65). BPSIX return over 5 years is better than : 35.90 vs. WCMJX (29.48).
BPSIXWCMJXBPSIX / WCMJX
Total Expense Ratio1.011.1588%
Annual Report Gross Expense Ratio1.051.7062%
Fund Existence27 years6 years-
Gain YTD9.042-0.085-10,652%
Front LoadN/AN/A-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets635M62.4M1,018%
Annual Yield % from dividends0.760.00-
Returns for 1 year0.10-14.65-1%
Returns for 3 years2.5814.6118%
Returns for 5 years35.9029.48122%
Returns for 10 years37.11N/A-
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