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BSCRX vs WCMFX
BSCRX vs WCMFX Comparison
Open Charts BSCRX vs WCMFX
Brandes Small Cap Value R6
Price$15.67
Change-$0.32 (-2.00%)
VolumeN/A
Net Assets129.08M
WCM SMID Quality Val Fd Institutional
Price$11.16
Change-$0.29 (-2.53%)
VolumeN/A
Net Assets63.2M
BSCRX vs WCMFX Comparison Chart
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BSCRX vs. WCMFX commentary
May 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 BSCRX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSCRX has more cash in the bank: 129M vs. WCMFX (63.2M). BSCRX pays higher dividends than WCMFX: BSCRX (0.51) vs WCMFX (0.00). BSCRX was incepted earlier than WCMFX: BSCRX (7 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: 38.36 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 : 9.55 vs. WCMFX (-14.55). BSCRX return over 5 years is better than : 130.96 vs. WCMFX (44.94).
| BSCRX | WCMFX | BSCRX / WCMFX | |
| Total Expense Ratio | 0.73 | 0.90 | 81% |
| Annual Report Gross Expense Ratio | 1.28 | 1.45 | 88% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 0.503 | -4.424 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 63.2M | 204% |
| Annual Yield % from dividends | 0.51 | 0.00 | - |
| Returns for 1 year | 9.55 | -14.55 | -66% |
| Returns for 3 years | 50.04 | 13.93 | 359% |
| Returns for 5 years | 130.96 | 44.94 | 291% |
| Returns for 10 years | N/A | N/A | - |
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