Ad is loading...
BSCAX vs WCMJX
BSCAX vs WCMJX Comparison
Open Charts BSCAX vs WCMJX
Brandes Small Cap Value A
Price$14.59
Change+$0.15 (+1.04%)
VolumeN/A
Net Assets103.53M
WCM SMID Quality Val Fd Investor
Price$10.22
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets59.22M
BSCAX vs WCMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BSCAX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSCAX has more cash in the bank: 104M vs. WCMJX (59.2M). BSCAX pays higher dividends than WCMJX: BSCAX (0.26) vs WCMJX (0.00). BSCAX was incepted earlier than WCMJX: BSCAX (7 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than BSCAX (1.39). BSCAX is a more actively managed with annual turnover of: 38.36 vs. WCMJX (22.00). 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 : 0.41 vs. WCMJX (-18.50). BSCAX return over 5 years is better than : 111.37 vs. WCMJX (44.20).
| BSCAX | WCMJX | BSCAX / WCMJX | |
| Total Expense Ratio | 1.16 | 1.10 | 105% |
| Annual Report Gross Expense Ratio | 1.39 | 1.52 | 91% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -13.636 | -12.479 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -18.50 | -2% |
| Returns for 3 years | 18.13 | -3.28 | -552% |
| Returns for 5 years | 111.37 | 44.20 | 252% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SDOW | 60.04 | 2.36 | +4.09% |
| ProShares UltraPro Short Dow30 | |||
| FLHK | 16.76 | 0.10 | +0.61% |
| Franklin FTSE Hong Kong ETF | |||
| XLSR | 47.28 | 0.10 | +0.20% |
| SPDR® SSGA US Sector Rotation ETF | |||
| EAGG | 46.92 | -0.11 | -0.23% |
| iShares ESG U.S. Aggregate Bond ETF | |||
| GDE | 40.63 | -0.57 | -1.38% |
| WisdomTree Efcnt Gld Pls Eq Stgy ETF | |||