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BSCMX vs WCMFX
BSCMX vs WCMFX Comparison
Open Charts BSCMX vs WCMFX
Brandes Small Cap Value I
Price$17.83
Change+$0.40 (+2.29%)
VolumeN/A
Net Assets152.22M
WCM SMID Quality Val Fd Institutional
Price$11.52
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets61.09M
BSCMX vs WCMFX Comparison Chart in %
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BSCMX vs. WCMFX commentary
Jun 28, 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 BSCMX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSCMX has more cash in the bank: 152M vs. WCMFX (61.1M). BSCMX pays higher dividends than WCMFX: BSCMX (0.38) vs WCMFX (0.00). BSCMX was incepted earlier than WCMFX: BSCMX (7 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than BSCMX (1.19). BSCMX is a more actively managed with annual turnover of: 22.02 vs. WCMFX (15.00). BSCMX (100000) and WCMFX (100000) have matching initial minimum investment requirements. BSCMX annual gain was more profitable for investors over the last year : 18.72 vs. WCMFX (-13.24). BSCMX return over 5 years is better than : 136.00 vs. WCMFX (43.38).
| BSCMX | WCMFX | BSCMX / WCMFX | |
| Total Expense Ratio | 0.91 | 0.90 | 101% |
| Annual Report Gross Expense Ratio | 1.19 | 1.45 | 82% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 5.006 | -4.257 | -118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 61.1M | 249% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | 18.72 | -13.24 | -141% |
| Returns for 3 years | 58.59 | 14.24 | 411% |
| Returns for 5 years | 136.00 | 43.38 | 314% |
| Returns for 10 years | N/A | N/A | - |
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