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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$18.10
Change-$0.11 (-0.60%)
VolumeN/A
Net Assets97.05M
WCM SMID Quality Val Fd Investor
Price$11.40
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets61.07M
SPSDX vs WCMJX Comparison Chart in %
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SPSDX vs. WCMJX commentary
Jul 20, 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: 97M vs. WCMJX (61.1M). SPSDX pays higher dividends than WCMJX: SPSDX (0.89) 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: 74.00 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 : -8.50 vs. WCMJX (-15.43). SPSDX return over 5 years is better than : 67.95 vs. WCMJX (30.88).
| 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 | -1.093 | -3.226 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97M | 61.1M | 159% |
| Annual Yield % from dividends | 0.89 | 0.00 | - |
| Returns for 1 year | -8.50 | -15.43 | 55% |
| Returns for 3 years | 7.08 | 10.25 | 69% |
| Returns for 5 years | 67.95 | 30.88 | 220% |
| Returns for 10 years | 29.19 | N/A | - |
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