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BSCMX vs WCMJX
BSCMX vs WCMJX Comparison
Open Charts BSCMX vs WCMJX
Brandes Small Cap Value I
Price$16.88
Change-$0.32 (-1.86%)
VolumeN/A
Net Assets118.14M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
BSCMX vs WCMJX Comparison Chart
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BSCMX vs. WCMJX commentary
Feb 23, 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: 118M vs. WCMJX (66.5M). 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). BSCMX annual gain was more profitable for investors over the last year : 18.70 vs. WCMJX (-4.66). BSCMX return over 5 years is better than : 105.15 vs. WCMJX (11.25).
| 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 | -0.589 | 0.764 | -77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 66.5M | 177% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | 18.70 | -4.66 | -401% |
| Returns for 3 years | 39.44 | 10.73 | 368% |
| Returns for 5 years | 105.15 | 11.25 | 935% |
| Returns for 10 years | N/A | N/A | - |
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