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ESPNX vs WCMFX
ESPNX vs WCMFX Comparison
Open Charts ESPNX vs WCMFX
Allspring Special Small Cap Value Inst
Price$40.94
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets5.18B
WCM SMID Quality Val Fd Institutional
Price$12.47
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.09M
ESPNX vs WCMFX Comparison Chart
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ESPNX vs. WCMFX commentary
Jan 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 ESPNX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ESPNX has more cash in the bank: 5.18B vs. WCMFX (69.1M). ESPNX pays higher dividends than WCMFX: ESPNX (1.08) vs WCMFX (0.00). ESPNX was incepted earlier than WCMFX: ESPNX (14 years) vs WCMFX (5 years). ESPNX (22.00) and WCMFX (22.00) have comparable annual turnover. WCMFX has a lower initial minimum investment than ESPNX: WCMFX (100000) vs ESPNX (1000000). WCMFX annual gain was more profitable for investors over the last year : 5.50 vs. ESPNX (4.17). WCMFX (16.43) and ESPNX (15.85) have equivalent 5 years return.
| ESPNX | WCMFX | ESPNX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 1.664 | 4.090 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.18B | 69.1M | 7,489% |
| Annual Yield % from dividends | 1.08 | 0.00 | - |
| Returns for 1 year | 4.17 | 5.50 | 76% |
| Returns for 3 years | -2.87 | 12.85 | -22% |
| Returns for 5 years | 15.85 | 16.43 | 96% |
| Returns for 10 years | 58.03 | N/A | - |
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