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SPSDX vs WCMJX
SPSDX vs WCMJX Comparison
Open Charts SPSDX vs WCMJX
Sterling Capital Behav Sm Cp Val Eq C
Price$18.82
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets110.49M
WCM SMID Quality Val Fd Investor
Price$12.26
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets68.89M
SPSDX vs WCMJX Comparison Chart
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SPSDX 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 SPSDX is a Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPSDX has more cash in the bank: 110M vs. WCMJX (68.9M). SPSDX pays higher dividends than WCMJX: SPSDX (1.32) vs WCMJX (0.00). SPSDX was incepted earlier than WCMJX: SPSDX (15 years) vs WCMJX (5 years). SPSDX is a more actively managed with annual turnover of: 154.69 vs. WCMJX (22.00). SPSDX (1000) and WCMJX (1000) have matching initial minimum investment requirements. SPSDX annual gain was more profitable for investors over the last year : 6.57 vs. WCMJX (4.97). SPSDX return over 5 years is better than : 27.98 vs. WCMJX (14.58).
| SPSDX | WCMJX | SPSDX / 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 | 2.842 | 4.075 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 68.9M | 160% |
| Annual Yield % from dividends | 1.32 | 0.00 | - |
| Returns for 1 year | 6.57 | 4.97 | 132% |
| Returns for 3 years | -0.66 | 11.76 | -6% |
| Returns for 5 years | 27.98 | 14.58 | 192% |
| Returns for 10 years | 40.96 | N/A | - |
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