Ad is loading...
STRBX vs WCMJX
STRBX vs WCMJX Comparison
Open Charts STRBX vs WCMJX
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 Investor
Price$12.30
Change+$0.12 (+0.99%)
VolumeN/A
Net Assets68.73M
STRBX vs WCMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
STRBX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
STRBX has more cash in the bank: 111M vs. WCMJX (68.7M). 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 : 6.67 vs. WCMJX (3.22). STRBX return over 5 years is better than : 43.27 vs. WCMJX (18.14).
| 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 | 2.375 | 3.396 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 1000 | 1,000,000% |
| 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 | 3.22 | 207% |
| Returns for 3 years | 7.26 | 13.09 | 55% |
| Returns for 5 years | 43.27 | 18.14 | 239% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...