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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$21.39
Change-$0.27 (-1.25%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$14.47
Change-$0.08 (-0.55%)
VolumeN/A
CapitalizationN/A
SPSDX vs WCMJX Comparison Chart
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SPSDX vs. WCMJX commentary
Nov 13, 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 StrongBuy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPSDX has more cash in the bank: 117M vs. WCMJX (79.6M). 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 : 38.99 vs. WCMJX (37.01). SPSDX return over 5 years is better than : 52.52 vs. WCMJX (41.81).
| 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 | 18.145 | 20.447 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 79.6M | 147% |
| Annual Yield % from dividends | 1.32 | 0.00 | - |
| Returns for 1 year | 38.99 | 37.01 | 105% |
| Returns for 3 years | 8.57 | 14.21 | 60% |
| Returns for 5 years | 52.52 | 41.81 | 126% |
| Returns for 10 years | 56.40 | N/A | - |
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