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BSCAX vs WCMFX
BSCAX vs WCMFX Comparison
Open Charts BSCAX vs WCMFX
Brandes Small Cap Value A
Price$17.41
Change+$0.14 (+0.81%)
VolumeN/A
Net Assets109.49M
WCM SMID Quality Val Fd Institutional
Price$12.51
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets68.73M
BSCAX vs WCMFX Comparison Chart
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BSCAX vs. WCMFX commentary
Jan 31, 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 BSCAX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSCAX has more cash in the bank: 109M vs. WCMFX (68.7M). BSCAX pays higher dividends than WCMFX: BSCAX (0.81) vs WCMFX (0.00). BSCAX was incepted earlier than WCMFX: BSCAX (7 years) vs WCMFX (5 years). BSCAX is a more actively managed with annual turnover of: 30.99 vs. WCMFX (22.00). BSCAX has a lower initial minimum investment than WCMFX: BSCAX (2500) vs WCMFX (100000). BSCAX annual gain was more profitable for investors over the last year : 27.86 vs. WCMFX (3.68). BSCAX return over 5 years is better than : 114.66 vs. WCMFX (20.06).
| BSCAX | WCMFX | BSCAX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 3.289 | 3.422 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 68.7M | 159% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | 27.86 | 3.68 | 757% |
| Returns for 3 years | 39.96 | 14.19 | 282% |
| Returns for 5 years | 114.66 | 20.06 | 572% |
| Returns for 10 years | N/A | N/A | - |
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