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BSCRX vs WCMFX
BSCRX vs WCMFX Comparison
Open Charts BSCRX vs WCMFX
Brandes Small Cap Value R6
Price$16.24
Change-$0.28 (-1.69%)
VolumeN/A
Net Assets140.28M
WCM SMID Quality Val Fd Institutional
Price$11.15
Change-$0.19 (-1.68%)
VolumeN/A
Net Assets59.79M
BSCRX vs WCMFX Comparison Chart
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BSCRX vs. WCMFX commentary
Jun 15, 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: 140M vs. WCMFX (59.8M). BSCRX pays higher dividends than WCMFX: BSCRX (0.46) 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 : 15.38 vs. WCMFX (-16.35). BSCRX return over 5 years is better than : 127.32 vs. WCMFX (35.15).
| 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 | 3.834 | -6.928 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 59.8M | 234% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 15.38 | -16.35 | -94% |
| Returns for 3 years | 58.73 | 12.85 | 457% |
| Returns for 5 years | 127.32 | 35.15 | 362% |
| Returns for 10 years | N/A | N/A | - |
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