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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$18.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets92.19M
WCM SMID Quality Val Fd Institutional
Price$11.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets61.04M
STRBX vs WCMFX Comparison Chart
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STRBX vs. WCMFX commentary
Jun 06, 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 Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
STRBX has more cash in the bank: 92.2M vs. WCMFX (61M). STRBX pays higher dividends than WCMFX: STRBX (1.37) 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: 154.69 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 : -6.24 vs. WCMFX (-14.83). STRBX return over 5 years is better than : 55.57 vs. WCMFX (23.87).
| 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 | -5.760 | -6.010 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.2M | 61M | 151% |
| Annual Yield % from dividends | 1.37 | 0.00 | - |
| Returns for 1 year | -6.24 | -14.83 | 42% |
| Returns for 3 years | -3.71 | 5.43 | -68% |
| Returns for 5 years | 55.57 | 23.87 | 233% |
| Returns for 10 years | N/A | N/A | - |
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