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BPSIX vs WCMJX
BPSIX vs WCMJX Comparison
Open Charts BPSIX vs WCMJX
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 Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
BPSIX vs WCMJX Comparison Chart in %
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BPSIX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
BPSIX has more cash in the bank: 639M vs. WCMJX (21.8M). BPSIX pays higher dividends than WCMJX: BPSIX (0.71) vs WCMJX (0.00). BPSIX was incepted earlier than WCMJX: BPSIX (27 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than BPSIX (1.05). BPSIX is a more actively managed with annual turnover of: 55.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than BPSIX: WCMJX (1000) vs BPSIX (100000). BPSIX annual gain was more profitable for investors over the last year : -7.73 vs. WCMJX (-21.05). BPSIX return over 5 years is better than : 27.40 vs. WCMJX (21.44).
| BPSIX | WCMJX | BPSIX / WCMJX | |
| Total Expense Ratio | 1.01 | 1.15 | 88% |
| Annual Report Gross Expense Ratio | 1.05 | 1.70 | 62% |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | 4.040 | -5.772 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -21.05 | 37% |
| Returns for 3 years | 3.28 | 15.26 | 22% |
| Returns for 5 years | 27.40 | 21.44 | 128% |
| Returns for 10 years | 29.93 | N/A | - |
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