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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$16.10
Change-$1.17 (-6.77%)
VolumeN/A
Net Assets92.77M
WCM SMID Quality Val Fd Investor
Price$10.51
Change-$0.57 (-5.14%)
VolumeN/A
Net Assets61.72M
SPSDX vs WCMJX Comparison Chart
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SPSDX vs. WCMJX commentary
Apr 04, 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 Buy and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPSDX has more cash in the bank: 92.8M vs. WCMJX (61.7M). SPSDX pays higher dividends than WCMJX: SPSDX (0.93) vs WCMJX (0.00). SPSDX was incepted earlier than WCMJX: SPSDX (15 years) vs WCMJX (5 years). SPSDX (1.84) is less costly to investors than WCMJX (1.52). 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 : -7.89 vs. WCMJX (-16.50). SPSDX return over 5 years is better than : 115.55 vs. WCMJX (77.85).
| SPSDX | WCMJX | SPSDX / WCMJX | |
| Total Expense Ratio | 1.84 | 1.10 | 167% |
| Annual Report Gross Expense Ratio | 1.84 | 1.52 | 121% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | -5.628 | -5.942 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.8M | 61.7M | 150% |
| Annual Yield % from dividends | 0.93 | 0.00 | - |
| Returns for 1 year | -7.89 | -16.50 | 48% |
| Returns for 3 years | -8.18 | 1.47 | -558% |
| Returns for 5 years | 115.55 | 77.85 | 148% |
| Returns for 10 years | 20.31 | N/A | - |