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BSCMX vs WCMFX
BSCMX vs WCMFX Comparison
Open Charts BSCMX vs WCMFX
Brandes Small Cap Value I
Price$17.44
Change-$0.06 (-0.34%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.16
Change-$0.17 (-1.19%)
VolumeN/A
CapitalizationN/A
BSCMX vs WCMFX Comparison Chart
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BSCMX vs. WCMFX commentary
Nov 18, 2024
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 StrongSell and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSCMX (79.8M) and WCMFX (76.5M) have equal amount of cash in the bank . BSCMX pays higher dividends than WCMFX: BSCMX (0.86) vs WCMFX (0.00). BSCMX was incepted earlier than WCMFX: BSCMX (7 years) vs WCMFX (5 years). BSCMX is a more actively managed with annual turnover of: 30.99 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 : 33.53 vs. WCMFX (27.91). BSCMX return over 5 years is better than : 112.43 vs. WCMFX (38.01).
| BSCMX | WCMFX | BSCMX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 25.751 | 15.781 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8M | 76.5M | 104% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | 33.53 | 27.91 | 120% |
| Returns for 3 years | 32.16 | 10.80 | 298% |
| Returns for 5 years | 112.43 | 38.01 | 296% |
| Returns for 10 years | N/A | N/A | - |
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