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ESPIX vs WCMJX
ESPIX vs WCMJX Comparison
Open Charts ESPIX vs WCMJX
Allspring Special Small Cap Value Adm
Price$44.46
Change-$0.51 (-1.13%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$13.83
Change-$0.14 (-1.00%)
VolumeN/A
CapitalizationN/A
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ESPIX vs WCMJX Comparison Chart
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ESPIX vs. WCMJX commentary
Sep 21, 2024
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 ESPIX is a Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ESPIX has more cash in the bank: 5.53B vs. WCMJX (77.1M). ESPIX pays higher dividends than WCMJX: ESPIX (0.87) vs WCMJX (0.00). ESPIX was incepted earlier than WCMJX: ESPIX (28 years) vs WCMJX (5 years). ESPIX (22.00) and WCMJX (22.00) have comparable annual turnover. WCMJX has a lower initial minimum investment than ESPIX: WCMJX (1000) vs ESPIX (1000000). WCMJX annual gain was more profitable for investors over the last year : 26.30 vs. ESPIX (20.71).
| ESPIX | WCMJX | ESPIX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | 8.860 | 14.487 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.53B | 77.1M | 7,176% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | 20.71 | 26.30 | 79% |
| Returns for 3 years | 7.32 | 23.48 | 31% |
| Returns for 5 years | 35.04 | N/A | - |
| Returns for 10 years | 47.42 | N/A | - |
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