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ESPNX vs WCMJX
ESPNX vs WCMJX Comparison
Open Charts ESPNX vs WCMJX
Allspring Special Small Cap Value Inst
Price$36.76
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets4.38B
WCM SMID Quality Val Fd Investor
Price$10.88
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets61.52M
ESPNX vs WCMJX Comparison Chart
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ESPNX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ESPNX has more cash in the bank: 4.38B vs. WCMJX (61.5M). ESPNX pays higher dividends than WCMJX: ESPNX (1.27) vs WCMJX (0.00). ESPNX was incepted earlier than WCMJX: ESPNX (15 years) vs WCMJX (6 years). WCMJX (1.52) is less costly to investors than ESPNX (1.09). ESPNX is a more actively managed with annual turnover of: 21.00 vs. WCMJX (15.00). 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 : -15.03 vs. WCMJX (-16.82). ESPNX return over 5 years is better than : 43.50 vs. WCMJX (39.31).
| 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 | 6 years | - |
| Gain YTD | -8.716 | -7.640 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -16.82 | 89% |
| Returns for 3 years | -1.55 | 9.79 | -16% |
| Returns for 5 years | 43.50 | 39.31 | 111% |
| Returns for 10 years | 34.15 | N/A | - |
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