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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+$0.14 (+0.80%)
VolumeN/A
Net Assets100.28M
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets68.89M
BSCMX vs WCMFX Comparison Chart
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BSCMX vs. WCMFX commentary
Jan 19, 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: 100M vs. WCMFX (68.9M). 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 : 27.89 vs. WCMFX (5.50). BSCMX return over 5 years is better than : 106.92 vs. WCMFX (16.43).
| 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 | 2.532 | 4.090 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 68.9M | 145% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | 27.89 | 5.50 | 507% |
| Returns for 3 years | 36.31 | 12.85 | 283% |
| Returns for 5 years | 106.92 | 16.43 | 651% |
| Returns for 10 years | N/A | N/A | - |
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