SPSAX
Price
$18.37
Change
-$0.00 (-0.00%)
Updated
Jun 5 closing price
Net Assets
92.19M
WCMJX
Price
$11.06
Change
-$0.00 (-0.00%)
Updated
Jun 5 closing price
Net Assets
61.04M
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SPSAX vs WCMJX

Header iconSPSAX vs WCMJX Comparison
Open Charts SPSAX vs WCMJXBanner chart's image
Sterling Capital Behav Sm Cp Val Eq A
Price$18.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets92.19M
WCM SMID Quality Val Fd Investor
Price$11.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets61.04M
SPSAX vs WCMJX Comparison Chart
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SPSAX vs. WCMJX commentary
Jun 06, 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.

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FUNDAMENTALS
Fundamentals
SPSAX has more cash in the bank: 92.2M vs. WCMJX (61M). SPSAX pays higher dividends than WCMJX: SPSAX (1.22) 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: 154.69 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 : -6.62 vs. WCMJX (-15.18). SPSAX return over 5 years is better than : 52.79 vs. WCMJX (21.81).
SPSAXWCMJXSPSAX / WCMJX
Total Expense Ratio1.091.1595%
Annual Report Gross Expense Ratio1.091.7064%
Fund Existence15 years6 years-
Gain YTD-5.891-6.11296%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets92.2M61M151%
Annual Yield % from dividends1.220.00-
Returns for 1 year-6.62-15.1844%
Returns for 3 years-4.824.34-111%
Returns for 5 years52.7921.81242%
Returns for 10 years34.74N/A-
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