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BSCMX vs WCMJX
BSCMX vs WCMJX Comparison
Open Charts BSCMX vs WCMJX
Brandes Small Cap Value I
Price$17.55
Change+$0.27 (+1.56%)
VolumeN/A
Net Assets134.98M
WCM SMID Quality Val Fd Investor
Price$11.13
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets60.5M
BSCMX vs WCMJX Comparison Chart
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BSCMX vs. WCMJX commentary
Jun 07, 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSCMX has more cash in the bank: 135M vs. WCMJX (60.5M). BSCMX pays higher dividends than WCMJX: BSCMX (0.38) vs WCMJX (0.00). BSCMX was incepted earlier than WCMJX: BSCMX (7 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than BSCMX (1.19). BSCMX is a more actively managed with annual turnover of: 38.36 vs. WCMJX (15.00). 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 : 13.19 vs. WCMJX (-14.73). BSCMX return over 5 years is better than : 100.44 vs. WCMJX (21.81).
| BSCMX | WCMJX | BSCMX / WCMJX | |
| Total Expense Ratio | 0.91 | 1.15 | 79% |
| Annual Report Gross Expense Ratio | 1.19 | 1.70 | 70% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 1.767 | -6.112 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 60.5M | 223% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | 13.19 | -14.73 | -90% |
| Returns for 3 years | 43.95 | 4.05 | 1,087% |
| Returns for 5 years | 100.44 | 21.81 | 461% |
| Returns for 10 years | N/A | N/A | - |
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