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STRBX vs WCMFX
STRBX vs WCMFX Comparison
Open Charts STRBX vs WCMFX
Sterling Capital Behav Sm Cp Val Eq R6
Price$22.48
Change-$0.16 (-0.71%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.16
Change-$0.17 (-1.19%)
VolumeN/A
CapitalizationN/A
STRBX vs WCMFX Comparison Chart
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STRBX vs. WCMFX commentary
Nov 18, 2024
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 STRBX is a StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
STRBX has more cash in the bank: 113M vs. WCMFX (76.5M). STRBX pays higher dividends than WCMFX: STRBX (1.78) vs WCMFX (0.00). STRBX was incepted earlier than WCMFX: STRBX (7 years) vs WCMFX (5 years). STRBX is a more actively managed with annual turnover of: 154.69 vs. WCMFX (22.00). WCMFX has a lower initial minimum investment than STRBX: WCMFX (100000) vs STRBX (10000000). STRBX annual gain was more profitable for investors over the last year : 31.12 vs. WCMFX (27.91). STRBX return over 5 years is better than : 55.39 vs. WCMFX (38.01).
| STRBX | WCMFX | STRBX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 15.064 | 15.781 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 76.5M | 148% |
| Annual Yield % from dividends | 1.78 | 0.00 | - |
| Returns for 1 year | 31.12 | 27.91 | 112% |
| Returns for 3 years | 8.67 | 10.80 | 80% |
| Returns for 5 years | 55.39 | 38.01 | 146% |
| Returns for 10 years | N/A | N/A | - |
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