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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$16.00
Change+$0.17 (+1.07%)
VolumeN/A
Net Assets84.99M
WCM SMID Quality Val Fd Investor
Price$10.32
Change+$0.14 (+1.38%)
VolumeN/A
Net Assets59.43M
SPSDX vs WCMJX Comparison Chart
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SPSDX vs. WCMJX commentary
Apr 25, 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: 85M vs. WCMJX (59.4M). 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 : -13.89 vs. WCMJX (-19.59). SPSDX return over 5 years is better than : 71.08 vs. WCMJX (42.98).
| 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 | -13.497 | -13.582 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85M | 59.4M | 143% |
| Annual Yield % from dividends | 0.93 | 0.00 | - |
| Returns for 1 year | -13.89 | -19.59 | 71% |
| Returns for 3 years | -12.85 | -2.86 | 449% |
| Returns for 5 years | 71.08 | 42.98 | 165% |
| Returns for 10 years | 10.28 | N/A | - |
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