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BSCAX vs WCMFX
BSCAX vs WCMFX Comparison
Open Charts BSCAX vs WCMFX
Brandes Small Cap Value A
Price$16.03
Change+$0.39 (+2.49%)
VolumeN/A
Net Assets118.99M
WCM SMID Quality Val Fd Institutional
Price$11.09
Change+$0.19 (+1.74%)
VolumeN/A
Net Assets60.55M
BSCAX vs WCMFX Comparison Chart
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BSCAX vs. WCMFX commentary
May 10, 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: 119M vs. WCMFX (60.6M). BSCAX pays higher dividends than WCMFX: BSCAX (0.27) vs WCMFX (0.00). BSCAX was incepted earlier than WCMFX: BSCAX (7 years) vs WCMFX (6 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 (15.00). 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 : 4.00 vs. WCMFX (-16.86). BSCAX return over 5 years is better than : 115.91 vs. WCMFX (39.39).
| 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 | 6 years | - |
| Gain YTD | -6.459 | -9.015 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 60.6M | 196% |
| Annual Yield % from dividends | 0.27 | 0.00 | - |
| Returns for 1 year | 4.00 | -16.86 | -24% |
| Returns for 3 years | 37.97 | 8.13 | 467% |
| Returns for 5 years | 115.91 | 39.39 | 294% |
| Returns for 10 years | N/A | N/A | - |
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