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BSCMX vs WCMJX
BSCMX vs WCMJX Comparison
Open Charts BSCMX vs WCMJX
Brandes Small Cap Value I
Price$16.52
Change+$0.05 (+0.30%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$14.06
Change+$0.04 (+0.29%)
VolumeN/A
CapitalizationN/A
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BSCMX vs WCMJX Comparison Chart
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BSCMX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WCMJX has more cash in the bank: 77.2M vs. BSCMX (71.6M). BSCMX pays higher dividends than WCMJX: BSCMX (0.86) vs WCMJX (0.00). BSCMX was incepted earlier than WCMJX: BSCMX (7 years) vs WCMJX (5 years). BSCMX is a more actively managed with annual turnover of: 30.99 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than BSCMX: WCMJX (1000) vs BSCMX (100000). WCMJX annual gain was more profitable for investors over the last year : 30.66 vs. BSCMX (24.22).
| BSCMX | WCMJX | BSCMX / WCMJX | |
| 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 | 16.060 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.6M | 77.2M | 93% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | 24.22 | 30.66 | 79% |
| Returns for 3 years | 24.47 | 20.45 | 120% |
| Returns for 5 years | 103.31 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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