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BSCAX vs WCMJX
BSCAX vs WCMJX Comparison
Open Charts BSCAX vs WCMJX
Brandes Small Cap Value A
Price$17.95
Change+$0.18 (+1.01%)
VolumeN/A
Net Assets157.11M
WCM SMID Quality Val Fd Investor
Price$11.60
Change+$0.06 (+0.52%)
VolumeN/A
Net Assets62.8M
BSCAX vs WCMJX Comparison Chart in %
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BSCAX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSCAX has more cash in the bank: 157M vs. WCMJX (62.8M). BSCAX pays higher dividends than WCMJX: BSCAX (0.23) vs WCMJX (0.00). BSCAX was incepted earlier than WCMJX: BSCAX (8 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: 22.02 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 : 21.66 vs. WCMJX (-11.37). BSCAX return over 5 years is better than : 132.30 vs. WCMJX (37.87).
| BSCAX | WCMJX | BSCAX / WCMJX | |
| Total Expense Ratio | 1.16 | 1.15 | 101% |
| Annual Report Gross Expense Ratio | 1.39 | 1.70 | 82% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 7.542 | -2.037 | -370% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | -11.37 | -191% |
| Returns for 3 years | 60.22 | 15.17 | 397% |
| Returns for 5 years | 132.30 | 37.87 | 349% |
| Returns for 10 years | N/A | N/A | - |
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