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BSCAX vs WCMJX
BSCAX vs WCMJX Comparison
Open Charts BSCAX vs WCMJX
Brandes Small Cap Value A
Price$17.26
Change+$0.26 (+1.53%)
VolumeN/A
Net Assets134.98M
WCM SMID Quality Val Fd Investor
Price$11.13
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets60.5M
BSCAX vs WCMJX Comparison Chart
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BSCAX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSCAX has more cash in the bank: 135M vs. WCMJX (60.5M). BSCAX pays higher dividends than WCMJX: BSCAX (0.25) vs WCMJX (0.00). BSCAX was incepted earlier than WCMJX: BSCAX (7 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than BSCAX (1.39). BSCAX is a more actively managed with annual turnover of: 38.36 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than BSCAX: WCMJX (1000) vs BSCAX (2500). BSCAX annual gain was more profitable for investors over the last year : 12.96 vs. WCMJX (-14.73). BSCAX return over 5 years is better than : 98.05 vs. WCMJX (21.81).
| BSCAX | WCMJX | BSCAX / WCMJX | |
| Total Expense Ratio | 1.16 | 1.15 | 101% |
| Annual Report Gross Expense Ratio | 1.39 | 1.70 | 82% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 1.675 | -6.112 | -27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -14.73 | -88% |
| Returns for 3 years | 42.80 | 4.05 | 1,058% |
| Returns for 5 years | 98.05 | 21.81 | 450% |
| Returns for 10 years | N/A | N/A | - |
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