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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$19.11
Change-$0.41 (-2.10%)
VolumeN/A
Net Assets96.25M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
SPSAX vs WCMJX Comparison Chart
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SPSAX vs. WCMJX commentary
Feb 23, 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: 96.2M vs. WCMJX (66.5M). 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 : 1.26 vs. WCMJX (-6.43). SPSAX return over 5 years is better than : 31.79 vs. WCMJX (9.18).
| 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 | -2.100 | -1.104 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.2M | 66.5M | 145% |
| Annual Yield % from dividends | 1.59 | 0.00 | - |
| Returns for 1 year | 1.26 | -6.43 | -20% |
| Returns for 3 years | 1.98 | 8.68 | 23% |
| Returns for 5 years | 31.79 | 9.18 | 346% |
| Returns for 10 years | 40.36 | N/A | - |
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