Ad is loading...
SBASX vs WCMLX
SBASX vs WCMLX Comparison
Open Charts SBASX vs WCMLX
Segall Bryant &Hamill Small Cap Cre Ins
Price$13.12
Change-$0.16 (-1.20%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.39
Change-$0.14 (-1.03%)
VolumeN/A
CapitalizationN/A
SBASX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SBASX vs. WCMLX commentary
Dec 19, 2024
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: 88.4M vs. WCMLX (42.3M). SBASX pays higher dividends than WCMLX: SBASX (0.35) vs WCMLX (0.00). SBASX was incepted earlier than WCMLX: SBASX (5 years) vs WCMLX (5 years). 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 : 11.99 vs. WCMLX (11.03).
| SBASX | WCMLX | SBASX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 10.624 | 8.597 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.4M | 42.3M | 209% |
| Annual Yield % from dividends | 0.35 | 0.00 | - |
| Returns for 1 year | 11.99 | 11.03 | 109% |
| Returns for 3 years | 8.43 | 0.30 | 2,812% |
| Returns for 5 years | N/A | 28.75 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GEIZX | 17.08 | N/A | N/A |
| GuideStone Funds Growth Equity Index Inv | |||
| TADGX | 78.38 | -0.29 | -0.37% |
| T. Rowe Price Dividend Growth Advisor | |||
| PADEX | 23.25 | -0.10 | -0.43% |
| Putnam Dynamic Asset Allocation Gr R5 | |||
| IARYX | 17.30 | -0.08 | -0.46% |
| Invesco Real Estate Y | |||
| SBHEX | 9.71 | -0.06 | -0.61% |
| Segall Bryant & Hamill Em Mkts Retl | |||