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SBASX vs WCMLX
SBASX vs WCMLX Comparison
Open Charts SBASX vs WCMLX
Segall Bryant &Hamill Small Cap Cre Ins
Price$11.95
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets80.6M
WCM Small Cap Growth Institutional
Price$12.12
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets40.94M
SBASX vs WCMLX Comparison Chart in %
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SBASX vs. WCMLX commentary
Jun 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 SBASX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SBASX has more cash in the bank: 80.6M vs. WCMLX (40.9M). SBASX pays higher dividends than WCMLX: SBASX (0.24) vs WCMLX (0.00). SBASX was incepted earlier than WCMLX: SBASX (5 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 : -2.35 vs. SBASX (-4.26). SBASX return over 5 years is better than : 29.45 vs. WCMLX (17.32).
| SBASX | WCMLX | SBASX / WCMLX | |
| Total Expense Ratio | 0.99 | 0.99 | 100% |
| Annual Report Gross Expense Ratio | 1.13 | 1.79 | 63% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | -5.388 | -6.221 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.6M | 40.9M | 197% |
| Annual Yield % from dividends | 0.24 | 0.00 | - |
| Returns for 1 year | -4.26 | -2.35 | 181% |
| Returns for 3 years | 22.47 | 26.95 | 83% |
| Returns for 5 years | 29.45 | 17.32 | 170% |
| Returns for 10 years | N/A | N/A | - |
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