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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$20.22
Change-$0.23 (-1.12%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$13.83
Change-$0.14 (-1.00%)
VolumeN/A
CapitalizationN/A
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SPSDX vs WCMJX Comparison Chart
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SPSDX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPSDX has more cash in the bank: 110M vs. WCMJX (77.1M). 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 : 24.49 vs. WCMJX (22.21).
| 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 | 8.903 | 13.411 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | 22.21 | 110% |
| Returns for 3 years | 11.54 | 19.44 | 59% |
| Returns for 5 years | 46.00 | N/A | - |
| Returns for 10 years | 46.37 | N/A | - |
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