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ESPNX vs WCMFX
ESPNX vs WCMFX Comparison
Open Charts ESPNX vs WCMFX
Allspring Special Small Cap Value Inst
Price$36.76
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets4.38B
WCM SMID Quality Val Fd Institutional
Price$11.08
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.52M
ESPNX vs WCMFX Comparison Chart
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ESPNX vs. WCMFX commentary
May 12, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ESPNX has more cash in the bank: 4.38B vs. WCMFX (61.5M). ESPNX pays higher dividends than WCMFX: ESPNX (1.27) vs WCMFX (0.00). ESPNX was incepted earlier than WCMFX: ESPNX (15 years) vs WCMFX (6 years). WCMFX (1.27) is less costly to investors than ESPNX (1.09). ESPNX is a more actively managed with annual turnover of: 21.00 vs. WCMFX (15.00). WCMFX has a lower initial minimum investment than ESPNX: WCMFX (100000) vs ESPNX (1000000). ESPNX annual gain was more profitable for investors over the last year : -15.03 vs. WCMFX (-16.44). ESPNX (43.50) and WCMFX (41.69) have equivalent 5 years return.
| ESPNX | WCMFX | ESPNX / WCMFX | |
| Total Expense Ratio | 1.09 | 0.85 | 128% |
| Annual Report Gross Expense Ratio | 1.09 | 1.27 | 86% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -8.716 | -7.513 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.38B | 61.5M | 7,117% |
| Annual Yield % from dividends | 1.27 | 0.00 | - |
| Returns for 1 year | -15.03 | -16.44 | 91% |
| Returns for 3 years | -1.55 | 10.91 | -14% |
| Returns for 5 years | 43.50 | 41.69 | 104% |
| Returns for 10 years | 34.15 | N/A | - |
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