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SPSDX vs WCMFX
SPSDX vs WCMFX Comparison
Open Charts SPSDX vs WCMFX
Sterling Capital Behav Sm Cp Val Eq C
Price$20.22
Change-$0.23 (-1.12%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.02
Change-$0.14 (-0.99%)
VolumeN/A
CapitalizationN/A
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SPSDX vs WCMFX Comparison Chart
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SPSDX vs. WCMFX commentary
Sep 21, 2024
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 SPSDX is a StrongSell and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPSDX has more cash in the bank: 110M vs. WCMFX (77.1M). SPSDX pays higher dividends than WCMFX: SPSDX (1.32) vs WCMFX (0.00). SPSDX was incepted earlier than WCMFX: SPSDX (15 years) vs WCMFX (5 years). SPSDX is a more actively managed with annual turnover of: 154.69 vs. WCMFX (22.00). SPSDX has a lower initial minimum investment than WCMFX: SPSDX (1000) vs WCMFX (100000). SPSDX annual gain was more profitable for investors over the last year : 24.49 vs. WCMFX (22.49).
| SPSDX | WCMFX | SPSDX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 8.903 | 13.573 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 77.1M | 143% |
| Annual Yield % from dividends | 1.32 | 0.00 | - |
| Returns for 1 year | 24.49 | 22.49 | 109% |
| Returns for 3 years | 11.54 | 20.36 | 57% |
| Returns for 5 years | 46.00 | N/A | - |
| Returns for 10 years | 46.37 | N/A | - |
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