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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$17.90
Change-$0.39 (-2.13%)
VolumeN/A
Net Assets96.25M
WCM SMID Quality Val Fd Investor
Price$11.65
Change-$0.22 (-1.85%)
VolumeN/A
Net Assets66.52M
SPSDX vs WCMJX Comparison Chart
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SPSDX vs. WCMJX commentary
Feb 23, 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: 96.2M vs. WCMJX (66.5M). 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 : 2.14 vs. WCMJX (-4.66). SPSDX return over 5 years is better than : 28.47 vs. WCMJX (11.25).
| 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 | -0.055 | 0.764 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.2M | 66.5M | 145% |
| Annual Yield % from dividends | 1.32 | 0.00 | - |
| Returns for 1 year | 2.14 | -4.66 | -46% |
| Returns for 3 years | 0.91 | 10.73 | 8% |
| Returns for 5 years | 28.47 | 11.25 | 253% |
| Returns for 10 years | 30.72 | N/A | - |
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