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BSCRX vs WCMJX
BSCRX vs WCMJX Comparison
Open Charts BSCRX vs WCMJX
Brandes Small Cap Value R6
Price$15.67
Change-$0.32 (-2.00%)
VolumeN/A
Net Assets129.08M
WCM SMID Quality Val Fd Investor
Price$10.96
Change-$0.29 (-2.58%)
VolumeN/A
Net Assets63.2M
BSCRX vs WCMJX Comparison Chart
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BSCRX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BSCRX has more cash in the bank: 129M vs. WCMJX (63.2M). BSCRX pays higher dividends than WCMJX: BSCRX (0.51) vs WCMJX (0.00). BSCRX was incepted earlier than WCMJX: BSCRX (7 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than BSCRX (1.28). BSCRX is a more actively managed with annual turnover of: 38.36 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than BSCRX: WCMJX (1000) vs BSCRX (1000000). BSCRX annual gain was more profitable for investors over the last year : 9.55 vs. WCMJX (-14.90). BSCRX return over 5 years is better than : 130.96 vs. WCMJX (42.59).
| BSCRX | WCMJX | BSCRX / WCMJX | |
| Total Expense Ratio | 0.73 | 1.15 | 63% |
| Annual Report Gross Expense Ratio | 1.28 | 1.70 | 75% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 0.503 | -4.499 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -14.90 | -64% |
| Returns for 3 years | 50.04 | 12.84 | 390% |
| Returns for 5 years | 130.96 | 42.59 | 308% |
| Returns for 10 years | N/A | N/A | - |
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