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STRBX vs WCMJX
STRBX vs WCMJX Comparison
Open Charts STRBX vs WCMJX
Sterling Capital Behav Sm Cp Val Eq R6
Price$20.75
Change-$0.24 (-1.14%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$12.30
Change-$0.13 (-1.05%)
VolumeN/A
CapitalizationN/A
STRBX vs WCMJX Comparison Chart
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STRBX vs. WCMJX commentary
Dec 18, 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 Hold and WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
STRBX has more cash in the bank: 114M vs. WCMJX (69.6M). STRBX pays higher dividends than WCMJX: STRBX (1.78) vs WCMJX (0.00). STRBX was incepted earlier than WCMJX: STRBX (7 years) vs WCMJX (5 years). STRBX is a more actively managed with annual turnover of: 154.69 vs. WCMJX (22.00). WCMJX has a lower initial minimum investment than STRBX: WCMJX (1000) vs STRBX (10000000). STRBX annual gain was more profitable for investors over the last year : 8.66 vs. WCMJX (3.02). STRBX return over 5 years is better than : 38.93 vs. WCMJX (17.14).
| STRBX | WCMJX | STRBX / WCMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 6.209 | 1.821 | 341% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 1000 | 1,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 69.6M | 164% |
| Annual Yield % from dividends | 1.78 | 0.00 | - |
| Returns for 1 year | 8.66 | 3.02 | 287% |
| Returns for 3 years | 9.41 | 10.41 | 90% |
| Returns for 5 years | 38.93 | 17.14 | 227% |
| Returns for 10 years | N/A | N/A | - |
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