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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$19.51
Change-$0.42 (-2.11%)
VolumeN/A
Net Assets98.26M
WCM SMID Quality Val Fd Institutional
Price$11.55
Change-$0.18 (-1.53%)
VolumeN/A
Net Assets62.49M
STRBX vs WCMFX Comparison Chart in %
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STRBX vs. WCMFX commentary
Jul 17, 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: 98.3M vs. WCMFX (62.5M). STRBX pays higher dividends than WCMFX: STRBX (1.32) vs WCMFX (0.00). STRBX was incepted earlier than WCMFX: STRBX (7 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than STRBX (0.84). STRBX is a more actively managed with annual turnover of: 74.00 vs. WCMFX (15.00). 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 : -4.04 vs. WCMFX (-14.88). STRBX return over 5 years is better than : 80.55 vs. WCMFX (34.52).
| STRBX | WCMFX | STRBX / WCMFX | |
| Total Expense Ratio | 0.78 | 0.90 | 87% |
| Annual Report Gross Expense Ratio | 0.84 | 1.45 | 58% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | 0.707 | -2.087 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.3M | 62.5M | 157% |
| Annual Yield % from dividends | 1.32 | 0.00 | - |
| Returns for 1 year | -4.04 | -14.88 | 27% |
| Returns for 3 years | 17.64 | 15.45 | 114% |
| Returns for 5 years | 80.55 | 34.52 | 233% |
| Returns for 10 years | N/A | N/A | - |
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