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BSCAX vs WCMFX
BSCAX vs WCMFX Comparison
Open Charts BSCAX vs WCMFX
Brandes Small Cap Value A
Price$17.95
Change+$0.18 (+1.01%)
VolumeN/A
Net Assets157.11M
WCM SMID Quality Val Fd Institutional
Price$11.81
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets62.8M
BSCAX vs WCMFX Comparison Chart in %
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BSCAX vs. WCMFX commentary
Jul 04, 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: 157M vs. WCMFX (62.8M). BSCAX pays higher dividends than WCMFX: BSCAX (0.23) vs WCMFX (0.00). BSCAX was incepted earlier than WCMFX: BSCAX (8 years) vs WCMFX (6 years). WCMFX (1.45) and BSCAX (1.39) have similar cost to investors . BSCAX is a more actively managed with annual turnover of: 22.02 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 : 21.66 vs. WCMFX (-10.92). BSCAX return over 5 years is better than : 132.30 vs. WCMFX (40.21).
| BSCAX | WCMFX | BSCAX / WCMFX | |
| Total Expense Ratio | 1.16 | 0.90 | 129% |
| Annual Report Gross Expense Ratio | 1.39 | 1.45 | 96% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 7.542 | -1.920 | -393% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 62.8M | 250% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | 21.66 | -10.92 | -198% |
| Returns for 3 years | 60.22 | 16.22 | 371% |
| Returns for 5 years | 132.30 | 40.21 | 329% |
| Returns for 10 years | N/A | N/A | - |
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