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BSCAX vs WCMJX
BSCAX vs WCMJX Comparison
Open Charts BSCAX vs WCMJX
Brandes Small Cap Value A
Price$16.03
Change+$0.39 (+2.49%)
VolumeN/A
Net Assets118.99M
WCM SMID Quality Val Fd Investor
Price$10.90
Change+$0.19 (+1.77%)
VolumeN/A
Net Assets60.55M
BSCAX vs WCMJX Comparison Chart
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BSCAX vs. WCMJX commentary
May 10, 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: 119M vs. WCMJX (60.6M). BSCAX pays higher dividends than WCMJX: BSCAX (0.27) vs WCMJX (0.00). BSCAX was incepted earlier than WCMJX: BSCAX (7 years) vs WCMJX (6 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 (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 : 4.00 vs. WCMJX (-17.23). BSCAX return over 5 years is better than : 115.91 vs. WCMJX (37.13).
| 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 | 6 years | - |
| Gain YTD | -6.459 | -9.083 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 60.6M | 196% |
| Annual Yield % from dividends | 0.27 | 0.00 | - |
| Returns for 1 year | 4.00 | -17.23 | -23% |
| Returns for 3 years | 37.97 | 7.10 | 535% |
| Returns for 5 years | 115.91 | 37.13 | 312% |
| Returns for 10 years | N/A | N/A | - |
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