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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$19.03
Change+$0.28 (+1.49%)
VolumeN/A
Net Assets93.98M
WCM SMID Quality Val Fd Investor
Price$11.26
Change+$0.10 (+0.90%)
VolumeN/A
Net Assets60.81M
SPSAX vs WCMJX Comparison Chart in %
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SPSAX vs. WCMJX commentary
Jun 27, 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: 94M vs. WCMJX (60.8M). 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: 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 : -2.84 vs. WCMJX (-14.35). SPSAX return over 5 years is better than : 80.73 vs. WCMJX (39.67).
| 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 | -3.945 | -5.263 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94M | 60.8M | 155% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | -2.84 | -14.35 | 20% |
| Returns for 3 years | 8.87 | 9.84 | 90% |
| Returns for 5 years | 80.73 | 39.67 | 203% |
| Returns for 10 years | 37.72 | N/A | - |
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