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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$17.20
Change-$1.25 (-6.78%)
VolumeN/A
Net Assets92.77M
WCM SMID Quality Val Fd Investor
Price$10.51
Change-$0.57 (-5.14%)
VolumeN/A
Net Assets61.72M
SPSAX vs WCMJX Comparison Chart
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SPSAX vs. WCMJX commentary
Apr 04, 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 Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPSAX has more cash in the bank: 92.8M vs. WCMJX (61.7M). SPSAX pays higher dividends than WCMJX: SPSAX (1.23) vs WCMJX (0.00). SPSAX was incepted earlier than WCMJX: SPSAX (15 years) vs WCMJX (5 years). WCMJX (1.52) is less costly to investors than SPSAX (1.09). SPSAX is a more actively managed with annual turnover of: 154.69 vs. WCMJX (22.00). SPSAX (1000) and WCMJX (1000) have matching initial minimum investment requirements. SPSAX annual gain was more profitable for investors over the last year : -6.78 vs. WCMJX (-16.50). SPSAX return over 5 years is better than : 125.98 vs. WCMJX (77.85).
| SPSAX | WCMJX | SPSAX / 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 | -5.482 | -5.942 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.8M | 61.7M | 150% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | -6.78 | -16.50 | 41% |
| Returns for 3 years | -5.21 | 1.47 | -356% |
| Returns for 5 years | 125.98 | 77.85 | 162% |
| Returns for 10 years | 32.02 | N/A | - |
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