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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$20.07
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets111.13M
WCM SMID Quality Val Fd Investor
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets69.09M
SPSAX vs WCMJX Comparison Chart
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SPSAX vs. WCMJX commentary
Jan 19, 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: 111M vs. WCMJX (69.1M). SPSAX pays higher dividends than WCMJX: SPSAX (1.59) vs WCMJX (0.00). SPSAX was incepted earlier than WCMJX: SPSAX (15 years) vs WCMJX (5 years). 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 : 7.87 vs. WCMJX (4.97). SPSAX return over 5 years is better than : 34.10 vs. WCMJX (14.58).
| SPSAX | WCMJX | SPSAX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 2.818 | 4.075 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 69.1M | 161% |
| Annual Yield % from dividends | 1.59 | 0.00 | - |
| Returns for 1 year | 7.87 | 4.97 | 159% |
| Returns for 3 years | 2.50 | 11.76 | 21% |
| Returns for 5 years | 34.10 | 14.58 | 234% |
| Returns for 10 years | 54.56 | N/A | - |
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