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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$20.44
Change+$0.18 (+0.89%)
VolumeN/A
Net Assets110.76M
WCM SMID Quality Val Fd Institutional
Price$12.51
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets68.73M
STRBX vs WCMFX Comparison Chart
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STRBX vs. WCMFX commentary
Jan 31, 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 StrongBuy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
STRBX has more cash in the bank: 111M vs. WCMFX (68.7M). 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 : 6.67 vs. WCMFX (3.68). STRBX return over 5 years is better than : 43.27 vs. WCMFX (20.06).
| 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 | 2.375 | 3.422 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 68.7M | 162% |
| Annual Yield % from dividends | 1.78 | 0.00 | - |
| Returns for 1 year | 6.67 | 3.68 | 181% |
| Returns for 3 years | 7.26 | 14.19 | 51% |
| Returns for 5 years | 43.27 | 20.06 | 216% |
| Returns for 10 years | N/A | N/A | - |
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