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SPVYX vs WCMJX
SPVYX vs WCMJX Comparison
Open Charts SPVYX vs WCMJX
SEI Small Cap Value Y (SIMT)
Price$23.54
Change-$0.39 (-1.63%)
VolumeN/A
Net Assets295.4M
WCM SMID Quality Val Fd Investor
Price$10.69
Change-$0.13 (-1.20%)
VolumeN/A
Net Assets7.4M
SPVYX vs WCMJX Comparison Chart in %
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SPVYX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
SPVYX has more cash in the bank: 295M vs. WCMJX (7.41M). SPVYX pays higher dividends than WCMJX: SPVYX (1.16) 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 : -14.12 vs. WCMJX (-25.22). SPVYX return over 5 years is better than : 28.11 vs. WCMJX (13.30).
| SPVYX | WCMJX | SPVYX / WCMJX | |
| Total Expense Ratio | 0.98 | 1.15 | 85% |
| Annual Report Gross Expense Ratio | 0.98 | 1.70 | 58% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 9.133 | -8.149 | -112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -25.22 | 56% |
| Returns for 3 years | 2.79 | 4.14 | 67% |
| Returns for 5 years | 28.11 | 13.30 | 211% |
| Returns for 10 years | 17.63 | N/A | - |
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