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SPVYX vs WCMFX
SPVYX vs WCMFX Comparison
Open Charts SPVYX vs WCMFX
SEI Small Cap Value Y (SIMT)
Price$25.42
Change-$0.27 (-1.05%)
VolumeN/A
Net Assets310.15M
WCM SMID Quality Val Fd Institutional
Price$3.62
Change-$0.04 (-1.09%)
VolumeN/A
Net Assets2.41M
SPVYX vs WCMFX Comparison Chart in %
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SPVYX vs. WCMFX commentary
Dec 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 Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
SPVYX has more cash in the bank: 310M vs. WCMFX (2.41M). SPVYX pays higher dividends than WCMFX: SPVYX (1.12) 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 : -7.81 vs. WCMFX (-71.41). SPVYX return over 5 years is better than : 25.86 vs. WCMFX (-64.40).
| 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 | 17.159 | -69.449 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 2.41M | 12,879% |
| Annual Yield % from dividends | 1.12 | 0.00 | - |
| Returns for 1 year | -7.81 | -71.41 | 11% |
| Returns for 3 years | 12.66 | -64.01 | -20% |
| Returns for 5 years | 25.86 | -64.40 | -40% |
| Returns for 10 years | 38.23 | N/A | - |
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