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BSCRX vs WCMFX
BSCRX vs WCMFX Comparison
Open Charts BSCRX vs WCMFX
Brandes Small Cap Value R6
Price$17.42
Change+$0.13 (+0.75%)
VolumeN/A
Net Assets166.53M
WCM SMID Quality Val Fd Institutional
Price$11.88
Change+$0.17 (+1.45%)
VolumeN/A
Net Assets61.29M
BSCRX vs WCMFX Comparison Chart in %
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BSCRX vs. WCMFX commentary
Jul 27, 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 Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSCRX has more cash in the bank: 167M vs. WCMFX (61.3M). BSCRX pays higher dividends than WCMFX: BSCRX (0.45) vs WCMFX (0.00). BSCRX was incepted earlier than WCMFX: BSCRX (8 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than BSCRX (1.28). BSCRX is a more actively managed with annual turnover of: 22.02 vs. WCMFX (15.00). 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 : 16.60 vs. WCMFX (-14.59). BSCRX return over 5 years is better than : 128.53 vs. WCMFX (34.29).
| BSCRX | WCMFX | BSCRX / WCMFX | |
| Total Expense Ratio | 0.73 | 0.90 | 81% |
| Annual Report Gross Expense Ratio | 1.28 | 1.45 | 88% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 8.935 | -2.254 | -396% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 61.3M | 272% |
| Annual Yield % from dividends | 0.45 | 0.00 | - |
| Returns for 1 year | 16.60 | -14.59 | -114% |
| Returns for 3 years | 60.24 | 12.92 | 466% |
| Returns for 5 years | 128.53 | 34.29 | 375% |
| Returns for 10 years | N/A | N/A | - |
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