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ESPAX vs WCMJX
ESPAX vs WCMJX Comparison
Open Charts ESPAX vs WCMJX
Allspring Special Small Cap Value A
Price$37.95
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets4.15B
WCM SMID Quality Val Fd Investor
Price$11.45
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets60.68M
ESPAX vs WCMJX Comparison Chart in %
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ESPAX vs. WCMJX commentary
Sep 18, 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 ESPAX is a Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ESPAX has more cash in the bank: 4.15B vs. WCMJX (60.7M). ESPAX pays higher dividends than WCMJX: ESPAX (0.87) vs WCMJX (0.00). ESPAX was incepted earlier than WCMJX: ESPAX (32 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than ESPAX (1.41). ESPAX is a more actively managed with annual turnover of: 22.00 vs. WCMJX (15.00). ESPAX (1000) and WCMJX (1000) have matching initial minimum investment requirements. ESPAX annual gain was more profitable for investors over the last year : -10.14 vs. WCMJX (-16.03). ESPAX (36.75) and WCMJX (35.21) have equivalent 5 years return.
| ESPAX | WCMJX | ESPAX / WCMJX | |
| Total Expense Ratio | 1.41 | 1.15 | 123% |
| Annual Report Gross Expense Ratio | 1.41 | 1.70 | 83% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | -2.309 | -2.207 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.15B | 60.7M | 6,840% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | -10.14 | -16.03 | 63% |
| Returns for 3 years | 8.81 | 17.67 | 50% |
| Returns for 5 years | 36.75 | 35.21 | 104% |
| Returns for 10 years | 48.86 | N/A | - |
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