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SBASX vs WCMLX
SBASX vs WCMLX Comparison
Open Charts SBASX vs WCMLX
Segall Bryant &Hamill Small Cap Cre Ins
Price$12.84
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets97.28M
WCM Small Cap Growth Institutional
Price$13.84
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets45.17M
SBASX vs WCMLX Comparison Chart in %
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SBASX vs. WCMLX commentary
Sep 17, 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 Hold.
FUNDAMENTALS
Fundamentals
SBASX has more cash in the bank: 97.3M vs. WCMLX (45.2M). 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 : 6.39 vs. SBASX (-0.70). SBASX return over 5 years is better than : 30.54 vs. WCMLX (22.41).
| 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 | 1.981 | 7.465 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.3M | 45.2M | 215% |
| Annual Yield % from dividends | 0.22 | 0.00 | - |
| Returns for 1 year | -0.70 | 6.39 | -11% |
| Returns for 3 years | 23.93 | 29.40 | 81% |
| Returns for 5 years | 30.54 | 22.41 | 136% |
| Returns for 10 years | N/A | N/A | - |
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