WPGTX vs. BPSCX
Compare and contrast key facts about WPG Partners Small/Micro Cap Value Fund (WPGTX) and Boston Partners Small Cap Value Fund II (BPSCX).
WPGTX is managed by Boston Partners. It was launched on Mar 30, 1972. BPSCX is managed by Boston Partners. It was launched on Jul 1, 1998.
Performance
WPGTX vs. BPSCX - Performance Comparison
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WPGTX vs. BPSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPGTX WPG Partners Small/Micro Cap Value Fund | 1.86% | 7.08% | 10.53% | 14.45% | 2.10% | 40.04% | -1.31% | 23.35% | -21.88% | 5.58% |
BPSCX Boston Partners Small Cap Value Fund II | -1.66% | 7.15% | 13.65% | 16.96% | -11.69% | 25.42% | 1.30% | 27.75% | -16.64% | 9.44% |
Returns By Period
In the year-to-date period, WPGTX achieves a 1.86% return, which is significantly higher than BPSCX's -1.66% return. Both investments have delivered pretty close results over the past 10 years, with WPGTX having a 8.93% annualized return and BPSCX not far behind at 8.49%.
WPGTX
- 1D
- -0.52%
- 1M
- -7.70%
- YTD
- 1.86%
- 6M
- 4.01%
- 1Y
- 17.79%
- 3Y*
- 10.08%
- 5Y*
- 9.29%
- 10Y*
- 8.93%
BPSCX
- 1D
- -0.34%
- 1M
- -6.66%
- YTD
- -1.66%
- 6M
- -2.48%
- 1Y
- 12.02%
- 3Y*
- 11.08%
- 5Y*
- 5.60%
- 10Y*
- 8.49%
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WPGTX vs. BPSCX - Expense Ratio Comparison
WPGTX has a 1.10% expense ratio, which is lower than BPSCX's 1.24% expense ratio.
Return for Risk
WPGTX vs. BPSCX — Risk / Return Rank
WPGTX
BPSCX
WPGTX vs. BPSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WPG Partners Small/Micro Cap Value Fund (WPGTX) and Boston Partners Small Cap Value Fund II (BPSCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| WPGTX | BPSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.61 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.01 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.13 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 0.78 | +0.29 |
Martin ratioReturn relative to average drawdown | 4.17 | 2.46 | +1.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WPGTX | BPSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.61 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.27 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.38 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.45 | 0.00 |
Correlation
The correlation between WPGTX and BPSCX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WPGTX vs. BPSCX - Dividend Comparison
WPGTX's dividend yield for the trailing twelve months is around 9.96%, more than BPSCX's 8.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPGTX WPG Partners Small/Micro Cap Value Fund | 9.96% | 10.15% | 6.38% | 7.58% | 17.82% | 1.47% | 0.64% | 0.44% | 8.44% | 6.83% | 0.42% | 3.03% |
BPSCX Boston Partners Small Cap Value Fund II | 8.21% | 8.07% | 15.19% | 13.27% | 7.76% | 7.12% | 0.32% | 2.26% | 6.95% | 4.44% | 2.09% | 5.24% |
Drawdowns
WPGTX vs. BPSCX - Drawdown Comparison
The maximum WPGTX drawdown since its inception was -60.60%, roughly equal to the maximum BPSCX drawdown of -62.69%. Use the drawdown chart below to compare losses from any high point for WPGTX and BPSCX.
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Drawdown Indicators
| WPGTX | BPSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.60% | -62.69% | +2.09% |
Max Drawdown (1Y)Largest decline over 1 year | -14.46% | -12.53% | -1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -25.90% | -22.19% | -3.71% |
Max Drawdown (10Y)Largest decline over 10 years | -50.03% | -47.80% | -2.23% |
Current DrawdownCurrent decline from peak | -9.70% | -8.57% | -1.13% |
Average DrawdownAverage peak-to-trough decline | -13.05% | -9.35% | -3.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 3.96% | -0.25% |
Volatility
WPGTX vs. BPSCX - Volatility Comparison
WPG Partners Small/Micro Cap Value Fund (WPGTX) has a higher volatility of 5.34% compared to Boston Partners Small Cap Value Fund II (BPSCX) at 4.71%. This indicates that WPGTX's price experiences larger fluctuations and is considered to be riskier than BPSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WPGTX | BPSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 4.71% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 11.75% | 11.52% | +0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.76% | 19.85% | +0.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.81% | 21.02% | -1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.45% | 22.67% | -0.22% |