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SPVYX vs WCMFX
SPVYX vs WCMFX Comparison
Open Charts SPVYX vs WCMFX
SEI Small Cap Value Y (SIMT)
Price$23.36
Change+$0.07 (+0.30%)
VolumeN/A
Net Assets290.78M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
SPVYX vs WCMFX Comparison Chart in %
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SPVYX vs. WCMFX commentary
Oct 19, 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 Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
SPVYX has more cash in the bank: 291M vs. WCMFX (21.8M). SPVYX pays higher dividends than WCMFX: SPVYX (1.27) 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 : -12.87 vs. WCMFX (-20.62). SPVYX return over 5 years is better than : 35.15 vs. WCMFX (23.45).
| 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 | 6.533 | -5.509 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 21.8M | 1,335% |
| Annual Yield % from dividends | 1.27 | 0.00 | - |
| Returns for 1 year | -12.87 | -20.62 | 62% |
| Returns for 3 years | 9.70 | 16.46 | 59% |
| Returns for 5 years | 35.15 | 23.45 | 150% |
| Returns for 10 years | N/A | N/A | - |
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