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SPVYX vs WCMJX
SPVYX vs WCMJX Comparison
Open Charts SPVYX vs WCMJX
SEI Small Cap Value Y (SIMT)
Price$23.36
Change+$0.07 (+0.30%)
VolumeN/A
Net Assets290.78M
WCM SMID Quality Val Fd Investor
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets21.79M
SPVYX vs WCMJX Comparison Chart in %
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SPVYX vs. WCMJX 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
SPVYX has more cash in the bank: 291M vs. WCMJX (21.8M). SPVYX pays higher dividends than WCMJX: SPVYX (1.27) 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 : -12.87 vs. WCMJX (-21.05). SPVYX return over 5 years is better than : 35.15 vs. WCMJX (21.44).
| 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 | 6.533 | -5.772 | -113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| 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 | -21.05 | 61% |
| Returns for 3 years | 9.70 | 15.26 | 64% |
| Returns for 5 years | 35.15 | 21.44 | 164% |
| Returns for 10 years | N/A | N/A | - |
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