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ESPAX vs WCMJX
ESPAX vs WCMJX Comparison
Open Charts ESPAX vs WCMJX
Allspring Special Small Cap Value A
Price$37.80
Change+$0.22 (+0.59%)
VolumeN/A
Net Assets4.48B
WCM SMID Quality Val Fd Investor
Price$11.62
Change+$0.11 (+0.96%)
VolumeN/A
Net Assets62.76M
ESPAX vs WCMJX Comparison Chart in %
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ESPAX vs. WCMJX commentary
Jul 10, 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ESPAX has more cash in the bank: 4.48B vs. WCMJX (62.8M). ESPAX pays higher dividends than WCMJX: ESPAX (0.93) 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 : -4.20 vs. WCMJX (-11.26). ESPAX return over 5 years is better than : 44.17 vs. WCMJX (38.84).
| 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 | -3.567 | -2.292 | 156% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48B | 62.8M | 7,134% |
| Annual Yield % from dividends | 0.93 | 0.00 | - |
| Returns for 1 year | -4.20 | -11.26 | 37% |
| Returns for 3 years | 7.02 | 13.74 | 51% |
| Returns for 5 years | 44.17 | 38.84 | 114% |
| Returns for 10 years | 37.15 | N/A | - |
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