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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$17.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets92.19M
WCM SMID Quality Val Fd Investor
Price$11.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets61.04M
SPSDX vs WCMJX Comparison Chart
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SPSDX vs. WCMJX commentary
Jun 06, 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: 92.2M vs. WCMJX (61M). SPSDX pays higher dividends than WCMJX: SPSDX (0.92) vs WCMJX (0.00). SPSDX was incepted earlier than WCMJX: SPSDX (15 years) vs WCMJX (6 years). SPSDX (1.84) is less costly to investors than WCMJX (1.70). SPSDX is a more actively managed with annual turnover of: 154.69 vs. WCMJX (15.00). SPSDX (1000) and WCMJX (1000) have matching initial minimum investment requirements. SPSDX annual gain was more profitable for investors over the last year : -7.79 vs. WCMJX (-15.18). SPSDX return over 5 years is better than : 45.83 vs. WCMJX (21.81).
| SPSDX | WCMJX | SPSDX / WCMJX | |
| Total Expense Ratio | 1.84 | 1.15 | 160% |
| Annual Report Gross Expense Ratio | 1.84 | 1.70 | 108% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -6.175 | -6.112 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.2M | 61M | 151% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | -7.79 | -15.18 | 51% |
| Returns for 3 years | -7.80 | 4.34 | -180% |
| Returns for 5 years | 45.83 | 21.81 | 210% |
| Returns for 10 years | 22.80 | N/A | - |
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