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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$22.01
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$14.16
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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STRBX vs WCMFX Comparison Chart
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STRBX vs. WCMFX commentary
Sep 20, 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 StrongSell and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
STRBX has more cash in the bank: 108M vs. WCMFX (75.6M). 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 : 25.77 vs. WCMFX (22.49).
| 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 | 9.710 | 13.573 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 75.6M | 143% |
| Annual Yield % from dividends | 1.78 | 0.00 | - |
| Returns for 1 year | 25.77 | 22.49 | 115% |
| Returns for 3 years | 15.76 | 20.36 | 77% |
| Returns for 5 years | 54.88 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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