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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$18.37
Change-$0.78 (-4.07%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$11.90
Change-$0.40 (-3.25%)
VolumeN/A
CapitalizationN/A
SPSDX vs WCMJX Comparison Chart
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SPSDX vs. WCMJX commentary
Dec 19, 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 Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPSDX has more cash in the bank: 113M vs. WCMJX (69M). 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 : 6.83 vs. WCMJX (3.02). SPSDX return over 5 years is better than : 30.12 vs. WCMJX (17.14).
| 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 | 4.454 | 1.821 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 69M | 164% |
| Annual Yield % from dividends | 1.32 | 0.00 | - |
| Returns for 1 year | 6.83 | 3.02 | 226% |
| Returns for 3 years | 4.80 | 10.41 | 46% |
| Returns for 5 years | 30.12 | 17.14 | 176% |
| Returns for 10 years | 39.81 | N/A | - |
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