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BSCMX vs WCMFX
BSCMX vs WCMFX Comparison
Open Charts BSCMX vs WCMFX
Brandes Small Cap Value I
Price$16.47
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.22
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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BSCMX vs WCMFX Comparison Chart
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BSCMX vs. WCMFX commentary
Oct 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 76.8M vs. BSCMX (70.4M). 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. WCMFX annual gain was more profitable for investors over the last year : 30.94 vs. BSCMX (24.22).
| 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 | 16.810 | 16.271 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.4M | 76.8M | 92% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | 24.22 | 30.94 | 78% |
| Returns for 3 years | 24.47 | 21.43 | 114% |
| Returns for 5 years | 103.31 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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