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SPVYX vs WCMJX
SPVYX vs WCMJX Comparison
Open Charts SPVYX vs WCMJX
SEI Small Cap Value Y (SIMT)
Price$23.48
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets305.86M
WCM SMID Quality Val Fd Investor
Price$3.41
Change+$0.01 (+0.29%)
VolumeN/A
Net Assets1.62M
SPVYX vs WCMJX Comparison Chart in %
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SPVYX vs. WCMJX commentary
Dec 28, 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPVYX has more cash in the bank: 306M vs. WCMJX (1.62M). SPVYX pays higher dividends than WCMJX: SPVYX (1.12) vs WCMJX (0.00). SPVYX was incepted earlier than WCMJX: SPVYX (10 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than SPVYX (0.98). SPVYX is a more actively managed with annual turnover of: 57.00 vs. WCMJX (15.00). WCMJX has a lower initial minimum investment than SPVYX: WCMJX (1000) vs SPVYX (100000). SPVYX annual gain was more profitable for investors over the last year : 5.87 vs. WCMJX (-71.61). SPVYX return over 5 years is better than : 13.22 vs. WCMJX (-67.27).
| SPVYX | WCMJX | SPVYX / WCMJX | |
| Total Expense Ratio | 0.80 | 1.15 | 70% |
| Annual Report Gross Expense Ratio | 0.98 | 1.70 | 58% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 7.081 | -71.053 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 1.62M | 18,936% |
| Annual Yield % from dividends | 1.12 | 0.00 | - |
| Returns for 1 year | 5.87 | -71.61 | -8% |
| Returns for 3 years | 10.91 | -65.27 | -17% |
| Returns for 5 years | 13.22 | -67.27 | -20% |
| Returns for 10 years | 21.60 | N/A | - |
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