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BSCMX vs WCMFX
BSCMX vs WCMFX Comparison
Open Charts BSCMX vs WCMFX
Brandes Small Cap Value I
Price$14.72
Change+$0.18 (+1.24%)
VolumeN/A
Net Assets103.74M
WCM SMID Quality Val Fd Institutional
Price$10.46
Change+$0.11 (+1.06%)
VolumeN/A
Net Assets59.71M
BSCMX vs WCMFX Comparison Chart
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BSCMX vs. WCMFX commentary
Apr 14, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSCMX has more cash in the bank: 104M vs. WCMFX (59.7M). BSCMX pays higher dividends than WCMFX: BSCMX (0.40) vs WCMFX (0.00). BSCMX was incepted earlier than WCMFX: BSCMX (7 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than BSCMX (1.19). BSCMX is a more actively managed with annual turnover of: 38.36 vs. WCMFX (22.00). BSCMX (100000) and WCMFX (100000) have matching initial minimum investment requirements. BSCMX annual gain was more profitable for investors over the last year : -2.89 vs. WCMFX (-20.64). BSCMX return over 5 years is better than : 109.62 vs. WCMFX (40.97).
| BSCMX | WCMFX | BSCMX / WCMFX | |
| Total Expense Ratio | 0.91 | 0.85 | 107% |
| Annual Report Gross Expense Ratio | 1.19 | 1.27 | 94% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -13.310 | -12.688 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 59.7M | 174% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | -2.89 | -20.64 | 14% |
| Returns for 3 years | 20.40 | -1.32 | -1,545% |
| Returns for 5 years | 109.62 | 40.97 | 268% |
| Returns for 10 years | N/A | N/A | - |
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