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BSCMX vs WCMFX
BSCMX vs WCMFX Comparison
Open Charts BSCMX vs WCMFX
Brandes Small Cap Value I
Price$16.88
Change-$0.32 (-1.86%)
VolumeN/A
Net Assets118.14M
WCM SMID Quality Val Fd Institutional
Price$11.85
Change-$0.22 (-1.82%)
VolumeN/A
Net Assets66.52M
BSCMX vs WCMFX Comparison Chart
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BSCMX vs. WCMFX commentary
Feb 23, 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: 118M vs. WCMFX (66.5M). 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 : 18.70 vs. WCMFX (-6.03). BSCMX return over 5 years is better than : 105.15 vs. WCMFX (11.06).
| 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 | -0.589 | -1.085 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 66.5M | 177% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | 18.70 | -6.03 | -310% |
| Returns for 3 years | 39.44 | 9.72 | 406% |
| Returns for 5 years | 105.15 | 11.06 | 951% |
| Returns for 10 years | N/A | N/A | - |
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