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SPVYX vs WCMFX
SPVYX vs WCMFX Comparison
Open Charts SPVYX vs WCMFX
SEI Small Cap Value Y (SIMT)
Price$23.99
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets310.2M
WCM SMID Quality Val Fd Institutional
Price$3.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.53B
SPVYX vs WCMFX Comparison Chart in %
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SPVYX vs. WCMFX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
WCMFX has more cash in the bank: 22.5B vs. SPVYX (310M). SPVYX pays higher dividends than WCMFX: SPVYX (1.23) 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 : 10.26 vs. WCMFX (-69.00). SPVYX return over 5 years is better than : 6.83 vs. WCMFX (-65.91).
| SPVYX | WCMFX | SPVYX / WCMFX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.98 | 1.45 | 68% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 3.870 | 5.915 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 22.5B | 1% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | 10.26 | -69.00 | -15% |
| Returns for 3 years | 6.40 | -65.02 | -10% |
| Returns for 5 years | 6.83 | -65.91 | -10% |
| Returns for 10 years | 41.41 | N/A | - |
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