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BSCAX vs WCMFX
BSCAX vs WCMFX Comparison
Open Charts BSCAX vs WCMFX
Brandes Small Cap Value A
Price$17.26
Change+$0.26 (+1.53%)
VolumeN/A
Net Assets134.98M
WCM SMID Quality Val Fd Institutional
Price$11.33
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets60.5M
BSCAX vs WCMFX Comparison Chart
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BSCAX vs. WCMFX commentary
Jun 07, 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: 135M vs. WCMFX (60.5M). BSCAX pays higher dividends than WCMFX: BSCAX (0.25) vs WCMFX (0.00). BSCAX was incepted earlier than WCMFX: BSCAX (7 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: 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 : 12.96 vs. WCMFX (-14.31). BSCAX return over 5 years is better than : 98.05 vs. WCMFX (23.87).
| BSCAX | WCMFX | BSCAX / WCMFX | |
| Total Expense Ratio | 1.16 | 0.90 | 129% |
| Annual Report Gross Expense Ratio | 1.39 | 1.45 | 96% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 1.675 | -6.010 | -28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 60.5M | 223% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | 12.96 | -14.31 | -91% |
| Returns for 3 years | 42.80 | 5.04 | 850% |
| Returns for 5 years | 98.05 | 23.87 | 411% |
| Returns for 10 years | N/A | N/A | - |
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