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BSCAX vs WCMFX
BSCAX vs WCMFX Comparison
Open Charts BSCAX vs WCMFX
Brandes Small Cap Value A
Price$14.59
Change+$0.15 (+1.04%)
VolumeN/A
Net Assets103.53M
WCM SMID Quality Val Fd Institutional
Price$10.40
Change+$0.06 (+0.58%)
VolumeN/A
Net Assets59.22M
BSCAX vs WCMFX Comparison Chart
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BSCAX vs. WCMFX commentary
Apr 18, 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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSCAX has more cash in the bank: 104M vs. WCMFX (59.2M). BSCAX pays higher dividends than WCMFX: BSCAX (0.26) vs WCMFX (0.00). BSCAX was incepted earlier than WCMFX: BSCAX (7 years) vs WCMFX (5 years). BSCAX (1.39) is less costly to investors than WCMFX (1.27). BSCAX is a more actively managed with annual turnover of: 38.36 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 : 0.41 vs. WCMFX (-18.07). BSCAX return over 5 years is better than : 111.37 vs. WCMFX (44.41).
| BSCAX | WCMFX | BSCAX / WCMFX | |
| Total Expense Ratio | 1.16 | 0.85 | 136% |
| Annual Report Gross Expense Ratio | 1.39 | 1.27 | 109% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -13.636 | -13.689 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 59.2M | 176% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | 0.41 | -18.07 | -2% |
| Returns for 3 years | 18.13 | -2.91 | -623% |
| Returns for 5 years | 111.37 | 44.41 | 251% |
| Returns for 10 years | N/A | N/A | - |
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