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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$16.18
Change-$0.33 (-2.00%)
VolumeN/A
Net Assets81.79M
WCM SMID Quality Val Fd Institutional
Price$9.94
Change-$0.21 (-2.07%)
VolumeN/A
Net Assets57.07M
STRBX vs WCMFX Comparison Chart
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STRBX vs. WCMFX commentary
Apr 10, 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 STRBX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
STRBX has more cash in the bank: 81.8M vs. WCMFX (57.1M). STRBX pays higher dividends than WCMFX: STRBX (1.38) vs WCMFX (0.00). STRBX was incepted earlier than WCMFX: STRBX (7 years) vs WCMFX (5 years). WCMFX (1.27) is less costly to investors than STRBX (0.84). 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 : -17.28 vs. WCMFX (-24.59). STRBX return over 5 years is better than : 65.35 vs. WCMFX (36.79).
| STRBX | WCMFX | STRBX / WCMFX | |
| Total Expense Ratio | 0.78 | 0.85 | 92% |
| Annual Report Gross Expense Ratio | 0.84 | 1.27 | 66% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -16.574 | -15.275 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8M | 57.1M | 143% |
| Annual Yield % from dividends | 1.38 | 0.00 | - |
| Returns for 1 year | -17.28 | -24.59 | 70% |
| Returns for 3 years | -12.95 | -4.87 | 266% |
| Returns for 5 years | 65.35 | 36.79 | 178% |
| Returns for 10 years | N/A | N/A | - |
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