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SBASX vs WCMLX
SBASX vs WCMLX Comparison
Open Charts SBASX vs WCMLX
Segall Bryant &Hamill Small Cap Cre Ins
Price$13.07
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets98.31M
WCM Small Cap Growth Institutional
Price$13.61
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets44.77M
SBASX vs WCMLX Comparison Chart in %
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SBASX vs. WCMLX commentary
Aug 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 SBASX is a Hold and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
SBASX has more cash in the bank: 98.3M vs. WCMLX (44.8M). SBASX pays higher dividends than WCMLX: SBASX (0.22) vs WCMLX (0.00). SBASX was incepted earlier than WCMLX: SBASX (6 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than SBASX (1.13). WCMLX is a more actively managed with annual turnover of: 83.00 vs. SBASX (40.00). WCMLX has a lower initial minimum investment than SBASX: WCMLX (100000) vs SBASX (250000). WCMLX annual gain was more profitable for investors over the last year : 3.52 vs. SBASX (-0.99). SBASX return over 5 years is better than : 28.09 vs. WCMLX (16.52).
| SBASX | WCMLX | SBASX / WCMLX | |
| Total Expense Ratio | 0.99 | 0.99 | 100% |
| Annual Report Gross Expense Ratio | 1.13 | 1.79 | 63% |
| Fund Existence | 6 years | 6 years | - |
| Gain YTD | 3.090 | 5.288 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.3M | 44.8M | 219% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -0.99 | 3.52 | -28% |
| Returns for 3 years | 19.56 | 20.57 | 95% |
| Returns for 5 years | 28.09 | 16.52 | 170% |
| Returns for 10 years | N/A | N/A | - |
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