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BRUSX vs WCMFX
BRUSX vs WCMFX Comparison
Open Charts BRUSX vs WCMFX
WCM SMID Quality Val Fd Institutional
Price$11.08
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.52M
BRUSX vs WCMFX Comparison Chart
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BRUSX vs. WCMFX commentary
May 11, 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 BRUSX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BRUSX has more cash in the bank: 78.1M vs. WCMFX (61.5M). BRUSX pays higher dividends than WCMFX: BRUSX (0.21) vs WCMFX (0.00). BRUSX was incepted earlier than WCMFX: BRUSX (31 years) vs WCMFX (6 years). WCMFX (1.27) and BRUSX (1.24) have similar cost to investors . BRUSX is a more actively managed with annual turnover of: 72.00 vs. WCMFX (15.00). BRUSX has a lower initial minimum investment than WCMFX: BRUSX (2000) vs WCMFX (100000). BRUSX annual gain was more profitable for investors over the last year : -2.94 vs. WCMFX (-16.44). BRUSX return over 5 years is better than : 48.57 vs. WCMFX (41.69).
| BRUSX | WCMFX | BRUSX / WCMFX | |
| Total Expense Ratio | 1.24 | 0.85 | 146% |
| Annual Report Gross Expense Ratio | 1.24 | 1.27 | 98% |
| Fund Existence | 31 years | 6 years | - |
| Gain YTD | -13.490 | -7.513 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.1M | 61.5M | 127% |
| Annual Yield % from dividends | 0.21 | 0.00 | - |
| Returns for 1 year | -2.94 | -16.44 | 18% |
| Returns for 3 years | -6.20 | 10.91 | -57% |
| Returns for 5 years | 48.57 | 41.69 | 116% |
| Returns for 10 years | -5.92 | N/A | - |
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