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BSCAX vs WCMJX
BSCAX vs WCMJX Comparison
Open Charts BSCAX vs WCMJX
Brandes Small Cap Value A
Price$17.41
Change+$0.14 (+0.81%)
VolumeN/A
Net Assets109.49M
WCM SMID Quality Val Fd Investor
Price$12.30
Change+$0.12 (+0.99%)
VolumeN/A
Net Assets68.73M
BSCAX vs WCMJX Comparison Chart
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BSCAX vs. WCMJX commentary
Jan 31, 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: 109M vs. WCMJX (68.7M). BSCAX pays higher dividends than WCMJX: BSCAX (0.81) vs WCMJX (0.00). BSCAX was incepted earlier than WCMJX: BSCAX (7 years) vs WCMJX (5 years). BSCAX is a more actively managed with annual turnover of: 30.99 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 : 27.86 vs. WCMJX (3.22). BSCAX return over 5 years is better than : 114.66 vs. WCMJX (18.14).
| BSCAX | WCMJX | BSCAX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 3.289 | 3.396 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 68.7M | 159% |
| Annual Yield % from dividends | 0.81 | 0.00 | - |
| Returns for 1 year | 27.86 | 3.22 | 865% |
| Returns for 3 years | 39.96 | 13.09 | 305% |
| Returns for 5 years | 114.66 | 18.14 | 632% |
| Returns for 10 years | N/A | N/A | - |
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