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BPSIX vs WCMFX
BPSIX vs WCMFX Comparison
Open Charts BPSIX vs WCMFX
Boston Partners Small Cap Value II I
Price$27.04
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets639.12M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
BPSIX vs WCMFX Comparison Chart in %
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BPSIX vs. WCMFX commentary
Oct 19, 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 BPSIX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
BPSIX has more cash in the bank: 639M vs. WCMFX (21.8M). BPSIX pays higher dividends than WCMFX: BPSIX (0.71) vs WCMFX (0.00). BPSIX was incepted earlier than WCMFX: BPSIX (27 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than BPSIX (1.05). BPSIX is a more actively managed with annual turnover of: 55.00 vs. WCMFX (15.00). BPSIX (100000) and WCMFX (100000) have matching initial minimum investment requirements. BPSIX annual gain was more profitable for investors over the last year : -7.73 vs. WCMFX (-20.62). BPSIX return over 5 years is better than : 27.40 vs. WCMFX (23.45).
| BPSIX | WCMFX | BPSIX / WCMFX | |
| Total Expense Ratio | 1.01 | 0.90 | 112% |
| Annual Report Gross Expense Ratio | 1.05 | 1.45 | 72% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | 4.040 | -5.509 | -73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639M | 21.8M | 2,931% |
| Annual Yield % from dividends | 0.71 | 0.00 | - |
| Returns for 1 year | -7.73 | -20.62 | 37% |
| Returns for 3 years | 3.28 | 16.46 | 20% |
| Returns for 5 years | 27.40 | 23.45 | 117% |
| Returns for 10 years | 29.93 | N/A | - |
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