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ESPNX vs WCMJX
ESPNX vs WCMJX Comparison
Open Charts ESPNX vs WCMJX
Allspring Special Small Cap Value Inst
Price$38.22
Change-$0.65 (-1.67%)
VolumeN/A
Net Assets4.8B
WCM SMID Quality Val Fd Investor
Price$10.98
Change-$0.21 (-1.88%)
VolumeN/A
Net Assets62.52M
ESPNX vs WCMJX Comparison Chart
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ESPNX vs. WCMJX commentary
Mar 11, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ESPNX has more cash in the bank: 4.8B vs. WCMJX (62.5M). ESPNX pays higher dividends than WCMJX: ESPNX (1.16) vs WCMJX (0.00). ESPNX was incepted earlier than WCMJX: ESPNX (15 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than ESPNX (1.09). WCMJX (22.00) and ESPNX (21.00) have comparable annual turnover. WCMJX has a lower initial minimum investment than ESPNX: WCMJX (1000) vs ESPNX (1000000). ESPNX annual gain was more profitable for investors over the last year : -8.01 vs. WCMJX (-14.58). ESPNX return over 5 years is better than : 31.56 vs. WCMJX (24.75).
| ESPNX | WCMJX | ESPNX / WCMJX | |
| Total Expense Ratio | 1.09 | 1.10 | 99% |
| Annual Report Gross Expense Ratio | 1.09 | 1.52 | 72% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | -3.477 | -5.008 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.8B | 62.5M | 7,682% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | -8.01 | -14.58 | 55% |
| Returns for 3 years | -1.94 | 6.98 | -28% |
| Returns for 5 years | 31.56 | 24.75 | 128% |
| Returns for 10 years | 43.82 | N/A | - |
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