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BRUSX vs WCMJX
BRUSX vs WCMJX Comparison
Open Charts BRUSX vs WCMJX
WCM SMID Quality Val Fd Investor
Price$10.88
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets61.52M
BRUSX vs WCMJX Comparison Chart
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BRUSX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BRUSX has more cash in the bank: 78.1M vs. WCMJX (61.5M). BRUSX pays higher dividends than WCMJX: BRUSX (0.21) vs WCMJX (0.00). BRUSX was incepted earlier than WCMJX: BRUSX (31 years) vs WCMJX (6 years). WCMJX (1.52) is less costly to investors than BRUSX (1.24). BRUSX is a more actively managed with annual turnover of: 72.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than BRUSX: WCMJX (1000) vs BRUSX (2000). BRUSX annual gain was more profitable for investors over the last year : -2.94 vs. WCMJX (-16.82). BRUSX return over 5 years is better than : 48.57 vs. WCMJX (39.31).
| BRUSX | WCMJX | BRUSX / WCMJX | |
| Total Expense Ratio | 1.24 | 1.10 | 113% |
| Annual Report Gross Expense Ratio | 1.24 | 1.52 | 82% |
| Fund Existence | 31 years | 6 years | - |
| Gain YTD | -13.490 | -7.640 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| 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 | -16.82 | 17% |
| Returns for 3 years | -6.20 | 9.79 | -63% |
| Returns for 5 years | 48.57 | 39.31 | 124% |
| Returns for 10 years | -5.92 | N/A | - |
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