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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$22.01
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Investor
Price$13.97
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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STRBX vs WCMJX Comparison Chart
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STRBX vs. WCMJX commentary
Sep 21, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
STRBX has more cash in the bank: 108M vs. WCMJX (75.6M). 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 : 25.77 vs. WCMJX (22.21).
| 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 | 9.710 | 13.411 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 1000 | 1,000,000% |
| 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 | 22.21 | 116% |
| Returns for 3 years | 15.76 | 19.44 | 81% |
| Returns for 5 years | 54.88 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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