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SPVYX vs WCMFX
SPVYX vs WCMFX Comparison
Open Charts SPVYX vs WCMFX
SEI Small Cap Value Y (SIMT)
Price$23.54
Change-$0.39 (-1.63%)
VolumeN/A
Net Assets295.4M
WCM SMID Quality Val Fd Institutional
Price$10.89
Change-$0.14 (-1.27%)
VolumeN/A
Net Assets7.4M
SPVYX vs WCMFX Comparison Chart in %
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SPVYX vs. WCMFX commentary
Nov 14, 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 SPVYX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
SPVYX has more cash in the bank: 295M vs. WCMFX (7.41M). SPVYX pays higher dividends than WCMFX: SPVYX (1.16) vs WCMFX (0.00). SPVYX was incepted earlier than WCMFX: SPVYX (10 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than SPVYX (0.98). SPVYX is a more actively managed with annual turnover of: 57.00 vs. WCMFX (15.00). SPVYX (100000) and WCMFX (100000) have matching initial minimum investment requirements. SPVYX annual gain was more profitable for investors over the last year : -14.12 vs. WCMFX (-24.81). SPVYX return over 5 years is better than : 28.11 vs. WCMFX (15.14).
| SPVYX | WCMFX | SPVYX / WCMFX | |
| Total Expense Ratio | 0.98 | 0.90 | 109% |
| Annual Report Gross Expense Ratio | 0.98 | 1.45 | 68% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 9.133 | -7.930 | -115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 7.41M | 3,984% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | -14.12 | -24.81 | 57% |
| Returns for 3 years | 2.79 | 5.15 | 54% |
| Returns for 5 years | 28.11 | 15.14 | 186% |
| Returns for 10 years | 17.63 | N/A | - |
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