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SBASX vs WCMLX
SBASX vs WCMLX Comparison
Open Charts SBASX vs WCMLX
Segall Bryant &Hamill Small Cap Cre Ins
Price$11.01
Change-$0.73 (-6.22%)
VolumeN/A
Net Assets78.75M
WCM Small Cap Growth Institutional
Price$10.81
Change-$0.86 (-7.37%)
VolumeN/A
Net Assets41.58M
SBASX vs WCMLX Comparison Chart
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SBASX vs. WCMLX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
SBASX has more cash in the bank: 78.8M vs. WCMLX (41.6M). SBASX pays higher dividends than WCMLX: SBASX (0.24) vs WCMLX (0.00). SBASX was incepted earlier than WCMLX: SBASX (5 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than SBASX (1.20). WCMLX is a more actively managed with annual turnover of: 48.00 vs. SBASX (41.00). WCMLX has a lower initial minimum investment than SBASX: WCMLX (100000) vs SBASX (250000). SBASX annual gain was more profitable for investors over the last year : -5.18 vs. WCMLX (-9.95). SBASX (64.23) and WCMLX (62.99) have equivalent 5 years return.
| SBASX | WCMLX | SBASX / WCMLX | |
| Total Expense Ratio | 0.99 | 0.99 | 100% |
| Annual Report Gross Expense Ratio | 1.20 | 1.86 | 65% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | -6.973 | -9.253 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.8M | 41.6M | 189% |
| Annual Yield % from dividends | 0.24 | 0.00 | - |
| Returns for 1 year | -5.18 | -9.95 | 52% |
| Returns for 3 years | -0.96 | -6.42 | 15% |
| Returns for 5 years | 64.23 | 62.99 | 102% |
| Returns for 10 years | N/A | N/A | - |
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