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SPSAX vs WCMJX
SPSAX vs WCMJX Comparison
Open Charts SPSAX vs WCMJX
Sterling Capital Behav Sm Cp Val Eq A
Price$19.50
Change+$0.18 (+0.93%)
VolumeN/A
Net Assets96.7M
WCM SMID Quality Val Fd Investor
Price$11.47
Change+$0.11 (+0.97%)
VolumeN/A
Net Assets61.36M
SPSAX vs WCMJX Comparison Chart in %
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SPSAX vs. WCMJX commentary
Jul 18, 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 SPSAX is a Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPSAX has more cash in the bank: 96.7M vs. WCMJX (61.4M). SPSAX pays higher dividends than WCMJX: SPSAX (1.18) vs WCMJX (0.00). SPSAX was incepted earlier than WCMJX: SPSAX (15 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than SPSAX (1.09). SPSAX is a more actively managed with annual turnover of: 74.00 vs. WCMJX (15.00). SPSAX (1000) and WCMJX (1000) have matching initial minimum investment requirements. SPSAX annual gain was more profitable for investors over the last year : -8.80 vs. WCMJX (-16.72). SPSAX return over 5 years is better than : 75.43 vs. WCMJX (30.42).
| SPSAX | WCMJX | SPSAX / WCMJX | |
| Total Expense Ratio | 1.09 | 1.15 | 95% |
| Annual Report Gross Expense Ratio | 1.09 | 1.70 | 64% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -1.025 | -3.565 | 29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.7M | 61.4M | 157% |
| Annual Yield % from dividends | 1.18 | 0.00 | - |
| Returns for 1 year | -8.80 | -16.72 | 53% |
| Returns for 3 years | 13.84 | 12.92 | 107% |
| Returns for 5 years | 75.43 | 30.42 | 248% |
| Returns for 10 years | 40.88 | N/A | - |