SBVLX
Price
$11.61
Change
-$0.00 (-0.00%)
Updated
Apr 18, 6:59 PM EST
WCMJX
Price
$12.41
Change
-$0.00 (-0.00%)
Updated
Apr 18, 6:59 PM EST
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Analysis and predictions SBVLX vs WCMJX

Header iconSBVLX vs WCMJX Comparison
Open Charts SBVLX vs WCMJXBanner chart's image
ClearBridge Small Cap Value C
Price$11.61
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$12.41
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SBVLX vs WCMJX Comparison Chart

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VS
SBVLX vs. WCMJX commentary
Apr 20, 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 SBVLX is a StrongSell and WCMJX is a Hold.

FUNDAMENTALS
Fundamentals
SBVLX has more cash in the bank: 108M vs. WCMJX (67.9M). SBVLX pays higher dividends than WCMJX: SBVLX (0.60) vs WCMJX (0.00). SBVLX was incepted earlier than WCMJX: SBVLX (25 years) vs WCMJX (4 years). SBVLX is a more actively managed with annual turnover of: 30.00 vs. WCMJX (22.00). SBVLX (1000) and WCMJX (1000) have matching initial minimum investment requirements. WCMJX annual gain was more profitable for investors over the last year : 16.20 vs. SBVLX (9.43).
SBVLXWCMJXSBVLX / WCMJX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence25 years4 years-
Gain YTD-4.6802.732-171%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets108M67.9M159%
Annual Yield % from dividends0.600.00-
Returns for 1 year9.4316.2058%
Returns for 3 years-17.353.59-483%
Returns for 5 years-5.28N/A-
Returns for 10 years-44.92N/A-
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