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BSCMX vs WCMFX
BSCMX vs WCMFX Comparison
Open Charts BSCMX vs WCMFX
Brandes Small Cap Value I
Price$17.55
Change+$0.27 (+1.56%)
VolumeN/A
Net Assets134.98M
WCM SMID Quality Val Fd Institutional
Price$11.33
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets60.5M
BSCMX vs WCMFX Comparison Chart
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BSCMX vs. WCMFX commentary
Jun 07, 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: 135M vs. WCMFX (60.5M). 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: 38.36 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 : 13.19 vs. WCMFX (-14.31). BSCMX return over 5 years is better than : 100.44 vs. WCMFX (23.87).
| 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 | 1.767 | -6.010 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 60.5M | 223% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | 13.19 | -14.31 | -92% |
| Returns for 3 years | 43.95 | 5.04 | 873% |
| Returns for 5 years | 100.44 | 23.87 | 421% |
| Returns for 10 years | N/A | N/A | - |
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