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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$18.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets92.19M
WCM SMID Quality Val Fd Investor
Price$11.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets61.04M
STRBX vs WCMJX Comparison Chart
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STRBX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
STRBX has more cash in the bank: 92.2M vs. WCMJX (61M). STRBX pays higher dividends than WCMJX: STRBX (1.37) vs WCMJX (0.00). STRBX was incepted earlier than WCMJX: STRBX (7 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than STRBX (0.84). STRBX is a more actively managed with annual turnover of: 154.69 vs. WCMJX (15.00). 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 : -6.24 vs. WCMJX (-15.18). STRBX return over 5 years is better than : 55.57 vs. WCMJX (21.81).
| STRBX | WCMJX | STRBX / WCMJX | |
| Total Expense Ratio | 0.78 | 1.15 | 68% |
| Annual Report Gross Expense Ratio | 0.84 | 1.70 | 49% |
| Fund Existence | 7 years | 6 years | - |
| Gain YTD | -5.760 | -6.112 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 1000 | 1,000,000% |
| 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 | -15.18 | 41% |
| Returns for 3 years | -3.71 | 4.34 | -86% |
| Returns for 5 years | 55.57 | 21.81 | 255% |
| Returns for 10 years | N/A | N/A | - |
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