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BSCMX vs WCMJX
BSCMX vs WCMJX Comparison
Open Charts BSCMX vs WCMJX
Brandes Small Cap Value I
Price$18.32
Change+$0.19 (+1.05%)
VolumeN/A
Net Assets157.4M
WCM SMID Quality Val Fd Investor
Price$11.47
Change+$0.11 (+0.97%)
VolumeN/A
Net Assets61.36M
BSCMX vs WCMJX Comparison Chart in %
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BSCMX vs. WCMJX commentary
Jul 18, 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: 157M vs. WCMJX (61.4M). BSCMX pays higher dividends than WCMJX: BSCMX (0.35) vs WCMJX (0.00). BSCMX was incepted earlier than WCMJX: BSCMX (8 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: 22.02 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 : 12.12 vs. WCMJX (-16.72). BSCMX return over 5 years is better than : 127.22 vs. WCMJX (30.42).
| BSCMX | WCMJX | BSCMX / WCMJX | |
| Total Expense Ratio | 0.91 | 1.15 | 79% |
| Annual Report Gross Expense Ratio | 1.19 | 1.70 | 70% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 6.983 | -3.565 | -196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 61.4M | 256% |
| Annual Yield % from dividends | 0.35 | 0.00 | - |
| Returns for 1 year | 12.12 | -16.72 | -72% |
| Returns for 3 years | 61.23 | 12.92 | 474% |
| Returns for 5 years | 127.22 | 30.42 | 418% |
| Returns for 10 years | N/A | N/A | - |
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