Ad is loading...
BSCMX vs WCMJX
BSCMX vs WCMJX Comparison
Open Charts BSCMX vs WCMJX
Brandes Small Cap Value I
Price$14.54
Change-$0.53 (-3.52%)
VolumeN/A
Net Assets105.53M
WCM SMID Quality Val Fd Investor
Price$10.17
Change-$0.37 (-3.51%)
VolumeN/A
Net Assets60.29M
BSCMX vs WCMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BSCMX vs. WCMJX commentary
Apr 12, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSCMX has more cash in the bank: 106M vs. WCMJX (60.3M). BSCMX pays higher dividends than WCMJX: BSCMX (0.40) vs WCMJX (0.00). BSCMX was incepted earlier than WCMJX: BSCMX (7 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than BSCMX (1.19). BSCMX is a more actively managed with annual turnover of: 38.36 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than BSCMX: WCMJX (1000) vs BSCMX (100000). BSCMX annual gain was more profitable for investors over the last year : -0.38 vs. WCMJX (-18.92). BSCMX return over 5 years is better than : 114.60 vs. WCMJX (42.24).
| BSCMX | WCMJX | BSCMX / WCMJX | |
| Total Expense Ratio | 0.91 | 1.10 | 83% |
| Annual Report Gross Expense Ratio | 1.19 | 1.52 | 78% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -11.249 | -10.526 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 60.3M | 176% |
| Annual Yield % from dividends | 0.40 | 0.00 | - |
| Returns for 1 year | -0.38 | -18.92 | 2% |
| Returns for 3 years | 23.36 | -0.19 | -12,336% |
| Returns for 5 years | 114.60 | 42.24 | 271% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers