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BSCRX vs WCMFX
BSCRX vs WCMFX Comparison
Open Charts BSCRX vs WCMFX
Brandes Small Cap Value R6
Price$13.90
Change+$0.14 (+1.02%)
VolumeN/A
Net Assets103.53M
WCM SMID Quality Val Fd Institutional
Price$10.40
Change+$0.06 (+0.58%)
VolumeN/A
Net Assets59.22M
BSCRX vs WCMFX Comparison Chart
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BSCRX vs. WCMFX commentary
Apr 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 BSCRX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSCRX has more cash in the bank: 104M vs. WCMFX (59.2M). BSCRX pays higher dividends than WCMFX: BSCRX (0.49) vs WCMFX (0.00). BSCRX was incepted earlier than WCMFX: BSCRX (7 years) vs WCMFX (5 years). BSCRX (1.28) and WCMFX (1.27) have similar cost to investors . BSCRX is a more actively managed with annual turnover of: 38.36 vs. WCMFX (22.00). WCMFX has a lower initial minimum investment than BSCRX: WCMFX (100000) vs BSCRX (1000000). BSCRX annual gain was more profitable for investors over the last year : 0.80 vs. WCMFX (-18.07). BSCRX return over 5 years is better than : 116.19 vs. WCMFX (44.41).
| BSCRX | WCMFX | BSCRX / WCMFX | |
| Total Expense Ratio | 0.73 | 0.85 | 86% |
| Annual Report Gross Expense Ratio | 1.28 | 1.27 | 101% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -13.514 | -13.689 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 59.2M | 176% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 0.80 | -18.07 | -4% |
| Returns for 3 years | 19.33 | -2.91 | -664% |
| Returns for 5 years | 116.19 | 44.41 | 262% |
| Returns for 10 years | N/A | N/A | - |
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